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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,813 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,102 | $61,272-28.0% | $149,673-70.5% | $71,457-38.3% |
| Participation rate | 78.5% | 62.5%+16.0pp | 78.8%-0.3pp | 67.9%+10.5pp |
| Annual return | 16.33% | 35.85%-19.5pp | 134.42%-118.1pp | 28.85%-12.5pp |
| Employer contribution / active EE | $1,289 | $2,378-45.8% | $4,818-73.3% | $2,588-50.2% |
| Participant deferral / active EE | $3,922 | $2,917+34.5% | $5,680-30.9% | $4,289-8.6% |
| Admin fee / account holder | $101 | $1,261-92.0% | $13,210-99.2% | $1,587-93.7% |