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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,365 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $38,617 | $65,557-41.1% | $64,056-39.7% | $71,457-46.0% |
| Participation rate | 93.3% | 73.2%+20.2pp | 72.3%+21.0pp | 67.9%+25.4pp |
| Annual return | 1.60% | 18.94%-17.3pp | 33.69%-32.1pp | 28.85%-27.2pp |
| Employer contribution / active EE | $1,398 | $2,669-47.6% | $2,747-49.1% | $2,588-46.0% |
| Participant deferral / active EE | $3,188 | $3,626-12.1% | $3,880-17.8% | $4,289-25.7% |
| Admin fee / account holder | $7 | $616-98.8% | $3,068-99.8% | $1,587-99.5% |