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 | $39,377 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,261 | $88,890+84.8% | $102,423+60.4% | $77,643+111.6% |
| Participation rate | 94.1% | 80.9%+13.2pp | 76.5%+17.6pp | 70.6%+23.5pp |
| Annual return | 17.09% | 24.98%-7.9pp | 29.32%-12.2pp | 31.24%-14.1pp |
| Employer contribution / active EE | $5,592 | $2,698+107.3% | $3,023+84.9% | $2,726+105.1% |
| Participant deferral / active EE | $8,207 | $5,145+59.5% | $5,053+62.4% | $4,647+76.6% |
| Admin fee / account holder | $72 | $235-69.4% | $9,451-99.2% | $430-83.3% |