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 | $1,065 |
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 | $49,283 | $74,706-34.0% | $75,696-34.9% | $79,386-37.9% |
| Participation rate | 91.1% | 75.3%+15.7pp | 74.8%+16.2pp | 70.7%+20.4pp |
| Annual return | 26.92% | 18.52%+8.4pp | 104.53%-77.6pp | 116.85%-89.9pp |
| Employer contribution / active EE | $1,379 | $2,590-46.8% | $2,743-49.7% | $2,427-43.2% |
| Participant deferral / active EE | $3,345 | $3,533-5.3% | $3,821-12.5% | $4,046-17.3% |
| Admin fee / account holder | $6 | $374-98.3% | $3,619-99.8% | $626-99.0% |