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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,480 |
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,143 | $65,322-41.6% | $70,449-45.9% | $73,488-48.1% |
| Participation rate | 93.7% | 77.0%+16.7pp | 75.1%+18.6pp | 70.7%+23.0pp |
| Annual return | 7.38% | 15.71%-8.3pp | 109.03%-101.6pp | 28.51%-21.1pp |
| Employer contribution / active EE | $1,335 | $2,460-45.7% | $2,737-51.2% | $2,270-41.2% |
| Participant deferral / active EE | $2,860 | $3,375-15.3% | $3,709-22.9% | $3,740-23.5% |
| Admin fee / account holder | $48 | $214-77.7% | $3,845-98.8% | $513-90.7% |