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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $96,895 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,322 | $69,823-55.1% | $77,163-59.4% | $74,419-57.9% |
| Participation rate | 87.4% | 70.0%+17.3pp | 69.6%+17.8pp | 70.7%+16.6pp |
| Annual return | 13.73% | 19.98%-6.2pp | 37.87%-24.1pp | 34.38%-20.6pp |
| Employer contribution / active EE | $1,010 | $2,150-53.0% | $2,535-60.2% | $2,637-61.7% |
| Participant deferral / active EE | $2,732 | $3,558-23.2% | $3,833-28.7% | $4,528-39.7% |
| Admin fee / account holder | $142 | $398-64.3% | $5,472-97.4% | $348-59.2% |