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 9-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $5,737 |
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 | $1,953 | $61,272-96.8% | $149,673-98.7% | $71,457-97.3% |
| Participation rate | 72.1% | 62.5%+9.6pp | 78.8%-6.7pp | 67.9%+4.2pp |
| Annual return | 18.85% | 35.85%-17.0pp | 134.42%-115.6pp | 28.85%-10.0pp |
| Employer contribution / active EE | $523 | $2,378-78.0% | $4,818-89.1% | $2,588-79.8% |
| Participant deferral / active EE | $671 | $2,917-77.0% | $5,680-88.2% | $4,289-84.4% |
| Admin fee / account holder | $34 | $1,261-97.3% | $13,210-99.7% | $1,587-97.9% |