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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $23,105 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,834 | $79,519-48.6% | $95,952-57.4% | $73,409-44.4% |
| Participation rate | 84.1% | 81.2%+3.0pp | 77.1%+7.1pp | 72.2%+12.0pp |
| Annual return | 12.57% | 19.20%-6.6pp | 91.61%-79.0pp | 59.29%-46.7pp |
| Employer contribution / active EE | $1,519 | $2,048-25.8% | $2,541-40.2% | $2,234-32.0% |
| Participant deferral / active EE | $3,215 | $4,138-22.3% | $4,167-22.9% | $3,805-15.5% |
| Admin fee / account holder | $33 | $184-82.3% | $6,795-99.5% | $158-79.3% |