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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,058 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,999 | $82,978-15.6% | $129,995-46.2% | $71,457-2.0% |
| Participation rate | 97.8% | 74.1%+23.7pp | 78.5%+19.3pp | 67.9%+29.9pp |
| Annual return | 15.54% | 20.60%-5.1pp | -137.18%+152.7pp | 28.85%-13.3pp |
| Employer contribution / active EE | $3,311 | $2,622+26.3% | $4,320-23.3% | $2,588+28.0% |
| Participant deferral / active EE | $6,228 | $4,432+40.5% | $5,820+7.0% | $4,289+45.2% |
| Admin fee / account holder | $107 | $1,729-93.8% | $10,614-99.0% | $1,587-93.3% |