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 | $113,044 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,081 | $56,503-52.1% | $70,092-61.4% | $64,808-58.2% |
| Participation rate | 87.8% | 70.5%+17.3pp | 70.5%+17.3pp | 71.5%+16.3pp |
| Annual return | -11.19% | -13.44%+2.2pp | 190.73%-201.9pp | 32.82%-44.0pp |
| Employer contribution / active EE | $992 | $2,046-51.5% | $2,559-61.2% | $2,506-60.4% |
| Participant deferral / active EE | $2,607 | $3,389-23.1% | $3,849-32.3% | $4,310-39.5% |
| Admin fee / account holder | $166 | $160+3.8% | $6,267-97.3% | $188-11.3% |