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 6-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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,652 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,229 | $76,050-91.8% | $96,544-93.5% | $71,457-91.3% |
| Participation rate | 87.7% | 74.4%+13.3pp | 76.0%+11.7pp | 67.9%+19.7pp |
| Annual return | 20.56% | 22.81%-2.3pp | 25.84%-5.3pp | 28.85%-8.3pp |
| Employer contribution / active EE | $974 | $2,244-56.6% | $2,965-67.1% | $2,588-62.4% |
| Participant deferral / active EE | $1,446 | $4,215-65.7% | $4,851-70.2% | $4,289-66.3% |
| Admin fee / account holder | $89 | $2,707-96.7% | $8,252-98.9% | $1,587-94.4% |