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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,579 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,638 | $55,415-8.6% | $155,509-67.4% | $74,495-32.0% |
| Participation rate | 77.1% | 61.9%+15.2pp | 78.2%-1.1pp | 67.2%+9.9pp |
| Annual return | 12.64% | 268.50%-255.9pp | 64.67%-52.0pp | 1364.94%-1352.3pp |
| Employer contribution / active EE | $1,563 | $2,267-31.1% | $4,672-66.6% | $2,623-40.4% |
| Participant deferral / active EE | $3,967 | $2,836+39.9% | $5,626-29.5% | $4,346-8.7% |
| Admin fee / account holder | $97 | $1,738-94.4% | $15,912-99.4% | $1,942-95.0% |