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 | $2,315 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,641 | $93,182-44.6% | $146,665-64.8% | $79,386-34.9% |
| Participation rate | 84.1% | 76.4%+7.7pp | 80.1%+4.0pp | 70.7%+13.4pp |
| Annual return | 13.92% | 21.61%-7.7pp | 22.74%-8.8pp | 116.85%-102.9pp |
| Employer contribution / active EE | $2,068 | $2,420-14.5% | $4,136-50.0% | $2,427-14.8% |
| Participant deferral / active EE | $4,236 | $4,169+1.6% | $5,506-23.1% | $4,046+4.7% |
| Admin fee / account holder | $12 | $585-98.0% | $10,280-99.9% | $626-98.1% |