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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $4,567 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,228 | $66,302-31.8% | $110,238-59.0% | $56,287-19.6% |
| Participation rate | 97.3% | 74.9%+22.4pp | 79.8%+17.5pp | 69.9%+27.4pp |
| Annual return | -3.54% | -1.18%-2.4pp | 314.74%-318.3pp | -9.96%+6.4pp |
| Employer contribution / active EE | $2,492 | $2,047+21.7% | $3,826-34.9% | $2,111+18.1% |
| Participant deferral / active EE | $4,002 | $3,381+18.4% | $4,672-14.3% | $3,350+19.5% |
| Admin fee / account holder | $45 | $698-93.5% | $8,547-99.5% | $521-91.3% |