See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: ACENSUS Service code 35 200 DRYDEN RD · DRESHER, PA 19025 | Employee (plan sponsor) | $14,636 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,636 | $81,248+82.9% | $155,509-4.4% | $80,856+83.8% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.32% | 33.31%-21.0pp | 64.67%-52.3pp | 35.59%-23.3pp |
| Employer contribution / active EE | $3,900 | $3,100+25.8% | $4,672-16.5% | $2,755+41.6% |
| Participant deferral / active EE | $8,776 | $3,452+154.3% | $5,626+56.0% | $4,296+104.3% |
| Admin fee / account holder | $1,060 | $7,997-86.7% | $15,912-93.3% | $6,918-84.7% |