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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,613 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,890 | $125,758-35.7% | $169,993-52.4% | $75,163+7.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 18.49% | 27.20%-8.7pp | 53.37%-34.9pp | 160.62%-142.1pp |
| Employer contribution / active EE | $2,487 | $4,615-46.1% | $6,785-63.4% | $2,670-6.9% |
| Participant deferral / active EE | $6,739 | $6,837-1.4% | $10,408-35.2% | $4,125+63.4% |
| Admin fee / account holder | $98 | $8,173-98.8% | $12,815-99.2% | $5,651-98.3% |