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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $34,177 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,583 | $49,451-34.1% | $79,550-59.0% | $66,914-51.3% |
| Participation rate | 81.6% | 61.3%+20.3pp | 69.5%+12.1pp | 69.8%+11.8pp |
| Annual return | -14.27% | 84.25%-98.5pp | 0.16%-14.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $1,144 | $1,266-9.6% | $2,413-52.6% | $2,544-55.0% |
| Participant deferral / active EE | $3,910 | $3,159+23.8% | $3,985-1.9% | $4,237-7.7% |
| Admin fee / account holder | $99 | $595-83.3% | $6,832-98.6% | $593-83.3% |