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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $17,892 |
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 | $15,403 | $77,314-80.1% | $177,989-91.3% | $80,856-80.9% |
| Participation rate | 81.9% | 65.7%+16.2pp | 77.1%+4.8pp | 67.6%+14.3pp |
| Annual return | 13.61% | 18.09%-4.5pp | 294.48%-280.9pp | 35.59%-22.0pp |
| Employer contribution / active EE | $727 | $2,292-68.3% | $3,949-81.6% | $2,755-73.6% |
| Participant deferral / active EE | $1,640 | $4,411-62.8% | $6,276-73.9% | $4,296-61.8% |
| Admin fee / account holder | $121 | $7,191-98.3% | $10,363-98.8% | $6,918-98.3% |