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 LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $76,576 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,988 | $99,078-61.7% | $96,544-60.7% | $74,419-49.0% |
| Participation rate | 92.4% | 80.7%+11.8pp | 76.0%+16.5pp | 70.7%+21.7pp |
| Annual return | 16.74% | 22.48%-5.7pp | 25.84%-9.1pp | 34.38%-17.6pp |
| Employer contribution / active EE | $2,314 | $2,570-10.0% | $2,965-22.0% | $2,637-12.3% |
| Participant deferral / active EE | $4,207 | $4,933-14.7% | $4,851-13.3% | $4,528-7.1% |
| Admin fee / account holder | $80 | $225-64.6% | $8,252-99.0% | $348-77.1% |