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 | $4,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,727 | $86,655-53.0% | $119,609-65.9% | $66,914-39.1% |
| Participation rate | 86.7% | 75.6%+11.1pp | 79.3%+7.4pp | 69.8%+16.9pp |
| Annual return | -15.67% | -8.00%-7.7pp | -14.97%-0.7pp | 1.58%-17.3pp |
| Employer contribution / active EE | $2,130 | $2,536-16.0% | $4,232-49.7% | $2,544-16.3% |
| Participant deferral / active EE | $4,273 | $4,358-1.9% | $5,602-23.7% | $4,237+0.9% |
| Admin fee / account holder | $20 | $755-97.4% | $10,323-99.8% | $593-96.7% |