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 9-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 | $6,825 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,223 | $29,660-68.9% | $56,411-83.7% | $80,856-88.6% |
| Participation rate | 90.5% | 41.6%+48.9pp | 52.5%+38.1pp | 67.6%+22.9pp |
| Annual return | 15.08% | 35.23%-20.1pp | 1701.33%-1686.3pp | 35.59%-20.5pp |
| Employer contribution / active EE | $778 | $669+16.2% | $1,039-25.1% | $2,755-71.8% |
| Participant deferral / active EE | $1,324 | $1,226+8.0% | $1,952-32.2% | $4,296-69.2% |
| Admin fee / account holder | $79 | $2,428-96.7% | $2,829-97.2% | $6,918-98.9% |