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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $19,155 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,169 | $49,915+6.5% | $154,803-65.7% | $74,304-28.4% |
| Participation rate | 79.4% | 54.0%+25.5pp | 78.1%+1.4pp | 60.3%+19.1pp |
| Annual return | 14.98% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.4pp |
| Employer contribution / active EE | $1,525 | $1,611-5.4% | $4,305-64.6% | $2,241-32.0% |
| Participant deferral / active EE | $3,985 | $2,255+76.7% | $5,540-28.1% | $3,767+5.8% |
| Admin fee / account holder | $84 | $2,189-96.1% | $14,329-99.4% | $2,969-97.2% |