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 LLC1 year Filed as: ASCENSUS Service code 37 · EIN 45-0404698 | Loan Processing | $97,242 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,296 | $89,436-42.6% | $164,813-68.9% | $77,643-33.9% |
| Participation rate | 91.0% | 78.6%+12.3pp | 78.6%+12.4pp | 70.6%+20.4pp |
| Annual return | 31.14% | 28.83%+2.3pp | 69.93%-38.8pp | 31.24%-0.1pp |
| Employer contribution / active EE | $1,821 | $2,569-29.1% | $4,341-58.1% | $2,726-33.2% |
| Participant deferral / active EE | $5,200 | $4,897+6.2% | $6,031-13.8% | $4,647+11.9% |
| Admin fee / account holder | $115 | $339-66.3% | $12,690-99.1% | $430-73.4% |