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 | $23,241 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,957 | $58,264-76.0% | $86,612-83.9% | $71,457-80.5% |
| Participation rate | 71.3% | 65.0%+6.3pp | 71.7%-0.4pp | 67.9%+3.4pp |
| Annual return | 18.35% | 21.63%-3.3pp | 591.07%-572.7pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,070 | $2,574-58.4% | $3,022-64.6% | $2,588-58.6% |
| Participant deferral / active EE | $1,006 | $3,436-70.7% | $4,438-77.3% | $4,289-76.5% |
| Admin fee / account holder | $122 | $1,057-88.4% | $5,614-97.8% | $1,587-92.3% |