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 LLC10+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $90,135 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,331 | $88,890-51.3% | $102,423-57.7% | $77,643-44.2% |
| Participation rate | 95.0% | 80.9%+14.1pp | 76.5%+18.5pp | 70.6%+24.4pp |
| Annual return | 13.19% | 24.98%-11.8pp | 29.32%-16.1pp | 31.24%-18.0pp |
| Employer contribution / active EE | $3,143 | $2,698+16.5% | $3,023+4.0% | $2,726+15.3% |
| Participant deferral / active EE | $5,339 | $5,145+3.8% | $5,053+5.7% | $4,647+14.9% |
| Admin fee / account holder | $95 | $235-59.8% | $9,451-99.0% | $430-78.0% |