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 | $3,304 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,737 | $82,978-42.5% | $129,995-63.3% | $71,457-33.2% |
| Participation rate | 86.4% | 74.1%+12.3pp | 78.5%+7.9pp | 67.9%+18.4pp |
| Annual return | 18.69% | 20.60%-1.9pp | -137.18%+155.9pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,302 | $2,622-12.2% | $4,320-46.7% | $2,588-11.1% |
| Participant deferral / active EE | $4,578 | $4,432+3.3% | $5,820-21.3% | $4,289+6.7% |
| Admin fee / account holder | $14 | $1,729-99.2% | $10,614-99.9% | $1,587-99.1% |