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 LLC4+ years Filed as: ASCENSUS Service code 38 · EIN 11-3665754 | Participant Communication | $31,134 |
Filed as: ACTUARIAL BENEFITS & DESIGN CO. Service code 15 · EIN 54-1521351 | Recordkeeping | $4,100 |
ASCENSUS LLC1 year Service code 18 1655 43RD STREET SOUTH · FARGO, ND 58103 | Custodial (other than securities) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $469,483 | $80,005+486.8% | $140,016+235.3% | $55,725+742.5% |
| Participation rate | 100.0% | 87.0%+13.0pp | 87.5%+12.5pp | 70.9%+29.1pp |
| Annual return | -7.13% | 0.46%-7.6pp | 651.12%-658.2pp | 244.93%-252.1pp |
| Employer contribution / active EE | $16,461 | $3,403+383.8% | $5,606+193.6% | $2,078+692.1% |
| Participant deferral / active EE | $10,585 | $5,264+101.1% | $6,927+52.8% | $3,356+215.5% |
| Admin fee / account holder | $202 | $116+74.8% | $10,705-98.1% | $115+75.6% |