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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $37,510 |
Filed as: KESTRA ADVISORY SERVICES. Service code 27 · EIN 35-2552359 | Advisory (Plan) | $28,962 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,082 | $106,110+18.8% | $147,005-14.2% | $77,671+62.3% |
| Participation rate | 98.4% | 78.4%+20.0pp | 82.2%+16.2pp | 70.6%+27.8pp |
| Annual return | 15.08% | 56.77%-41.7pp | 418.76%-403.7pp | 31.21%-16.1pp |
| Employer contribution / active EE | $7,353 | $4,065+80.9% | $4,934+49.0% | $2,726+169.7% |
| Participant deferral / active EE | $11,822 | $7,992+47.9% | $8,070+46.5% | $4,648+154.4% |
| Admin fee / account holder | $157 | $338-53.5% | $13,006-98.8% | $430-63.5% |