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 LLC3+ years Filed as: ASCENSUS Service code 38 · EIN 11-3665754 | Participant Communication | $32,080 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 | Recordkeeping | $11,864 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $530,424 | $81,537+550.5% | $149,718+254.3% | $69,631+661.8% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 20.09% | 22.79%-2.7pp | 1501.63%-1481.5pp | 27571.02%-27550.9pp |
| Employer contribution / active EE | $15,684 | $3,239+384.2% | $5,445+188.0% | $2,032+671.8% |
| Participant deferral / active EE | $9,959 | $4,994+99.4% | $6,569+51.6% | $3,224+208.9% |
| Admin fee / account holder | $232 | $107+116.7% | $11,283-97.9% | $110+109.7% |