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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,878 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,950 | $37,393-52.0% | $77,024-76.7% | $66,914-73.2% |
| Participation rate | 91.9% | 52.9%+39.0pp | 67.9%+24.0pp | 69.8%+22.1pp |
| Annual return | -13.53% | -3.29%-10.2pp | 42.32%-55.8pp | 1.58%-15.1pp |
| Employer contribution / active EE | $1,163 | $1,531-24.0% | $2,812-58.7% | $2,544-54.3% |
| Participant deferral / active EE | $1,856 | $2,617-29.1% | $4,426-58.1% | $4,237-56.2% |
| Admin fee / account holder | $158 | $567-72.1% | $5,425-97.1% | $593-73.3% |