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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,772 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,954 | $84,936-75.3% | $111,297-81.2% | $79,386-73.6% |
| Participation rate | 70.2% | 75.9%-5.7pp | 77.3%-7.1pp | 70.7%-0.5pp |
| Annual return | 15.06% | 17.45%-2.4pp | 54.65%-39.6pp | 116.85%-101.8pp |
| Employer contribution / active EE | $702 | $1,979-64.5% | $2,731-74.3% | $2,427-71.1% |
| Participant deferral / active EE | $1,058 | $3,888-72.8% | $4,487-76.4% | $4,046-73.9% |
| Admin fee / account holder | $155 | $537-71.1% | $7,964-98.0% | $626-75.2% |