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 Service code 15 · EIN 11-3665754 | Recordkeeping | $13,443 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,261 | $102,317+4.8% | $146,958-27.0% | $80,856+32.7% |
| Participation rate | 96.8% | 75.8%+21.0pp | 82.2%+14.7pp | 67.6%+29.2pp |
| Annual return | 15.96% | 134.76%-118.8pp | 418.34%-402.4pp | 35.59%-19.6pp |
| Employer contribution / active EE | $933 | $3,713-74.9% | $4,933-81.1% | $2,755-66.1% |
| Participant deferral / active EE | $5,371 | $6,644-19.1% | $8,070-33.4% | $4,296+25.0% |
| Admin fee / account holder | $130 | $7,941-98.4% | $12,998-99.0% | $6,918-98.1% |