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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,554 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,548 | $86,655-26.7% | $119,609-46.9% | $66,914-5.0% |
| Participation rate | 98.3% | 75.6%+22.7pp | 79.3%+19.0pp | 69.8%+28.5pp |
| Annual return | -15.97% | -8.00%-8.0pp | -14.97%-1.0pp | 1.58%-17.5pp |
| Employer contribution / active EE | $3,589 | $2,536+41.5% | $4,232-15.2% | $2,544+41.1% |
| Participant deferral / active EE | $6,549 | $4,358+50.3% | $5,602+16.9% | $4,237+54.6% |
| Admin fee / account holder | $130 | $755-82.8% | $10,323-98.7% | $593-78.1% |