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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,891 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,668 | $88,083-15.2% | $164,813-54.7% | $74,495+0.2% |
| Participation rate | 97.3% | 73.0%+24.2pp | 78.6%+18.7pp | 67.2%+30.1pp |
| Annual return | 11.46% | 17.26%-5.8pp | 69.93%-58.5pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $3,403 | $2,593+31.2% | $4,341-21.6% | $2,623+29.7% |
| Participant deferral / active EE | $6,721 | $4,498+49.4% | $6,031+11.4% | $4,346+54.6% |
| Admin fee / account holder | $40 | $2,234-98.2% | $12,690-99.7% | $1,942-97.9% |