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 LLC8+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $83,051 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,369 | $72,254-51.0% | $86,677-59.2% | $64,808-45.4% |
| Participation rate | 91.2% | 80.4%+10.8pp | 76.6%+14.6pp | 71.5%+19.7pp |
| Annual return | -14.57% | 392.42%-407.0pp | 35.91%-50.5pp | 32.82%-47.4pp |
| Employer contribution / active EE | $2,454 | $2,393+2.6% | $2,836-13.5% | $2,506-2.1% |
| Participant deferral / active EE | $4,642 | $4,658-0.3% | $4,656-0.3% | $4,310+7.7% |
| Admin fee / account holder | $100 | $174-42.6% | $7,493-98.7% | $188-46.8% |