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 | $34,177 |
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 | $36,289 | $53,165-31.7% | $86,188-57.9% | $74,419-51.2% |
| Participation rate | 81.8% | 64.9%+17.0pp | 69.0%+12.9pp | 70.7%+11.1pp |
| Annual return | 13.94% | 22.64%-8.7pp | 1168.45%-1154.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $1,119 | $1,210-7.5% | $2,380-53.0% | $2,637-57.6% |
| Participant deferral / active EE | $3,636 | $3,234+12.4% | $3,985-8.8% | $4,528-19.7% |
| Admin fee / account holder | $91 | $551-83.5% | $6,852-98.7% | $348-73.8% |