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 |
|---|---|---|
Service code 99 · EIN 33-3000333 PO BOX 54 · FRANKLIN SQUARE, NY 11010 | Other Fees | $14,312 |
ASCENSUS LLC3 years Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $13,421 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,102 | $55,415+280.9% | $155,509+35.7% | $74,495+183.4% |
| Participation rate | 99.3% | 61.9%+37.4pp | 78.2%+21.1pp | 67.2%+32.1pp |
| Annual return | 14.96% | 268.50%-253.5pp | 64.67%-49.7pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $9,961 | $2,267+339.4% | $4,672+113.2% | $2,623+279.8% |
| Participant deferral / active EE | $6,950 | $2,836+145.0% | $5,626+23.5% | $4,346+59.9% |
| Admin fee / account holder | $143 | $1,738-91.8% | $15,912-99.1% | $1,942-92.6% |