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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,934 |
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 | $38,510 | $54,193-28.9% | $93,606-58.9% | $77,643-50.4% |
| Participation rate | 85.7% | 63.9%+21.7pp | 68.7%+16.9pp | 70.6%+15.1pp |
| Annual return | 10.61% | 30.54%-19.9pp | 133.20%-122.6pp | 31.24%-20.6pp |
| Employer contribution / active EE | $1,096 | $1,168-6.2% | $2,420-54.7% | $2,726-59.8% |
| Participant deferral / active EE | $3,763 | $3,144+19.7% | $4,411-14.7% | $4,647-19.0% |
| Admin fee / account holder | $93 | $576-83.9% | $8,285-98.9% | $430-78.5% |