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 | $12,637 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,836 | $138,347-15.5% | $184,203-36.6% | $80,856+44.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 19.46% | 20.02%-0.6pp | 28.81%-9.4pp | 35.59%-16.1pp |
| Employer contribution / active EE | $2,748 | $4,850-43.3% | $6,427-57.2% | $2,755-0.2% |
| Participant deferral / active EE | $7,120 | $7,071+0.7% | $9,131-22.0% | $4,296+65.7% |
| Admin fee / account holder | $147 | $10,483-98.6% | $13,901-98.9% | $6,918-97.9% |