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 | $6,666 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,934 | $101,317-81.3% | $146,958-87.1% | $74,495-74.6% |
| Participation rate | 89.8% | 75.5%+14.3pp | 82.2%+7.7pp | 67.2%+22.6pp |
| Annual return | 9.60% | 8730.91%-8721.3pp | 418.34%-408.7pp | 1364.94%-1355.3pp |
| Employer contribution / active EE | $4,598 | $3,810+20.7% | $4,933-6.8% | $2,623+75.3% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |