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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $88,566 |
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 | $34,292 | $66,457-48.4% | $81,382-57.9% | $77,643-55.8% |
| Participation rate | 87.1% | 68.7%+18.4pp | 69.5%+17.6pp | 70.6%+16.5pp |
| Annual return | 11.11% | 15.93%-4.8pp | 24.73%-13.6pp | 31.24%-20.1pp |
| Employer contribution / active EE | $1,188 | $2,159-45.0% | $2,463-51.8% | $2,726-56.4% |
| Participant deferral / active EE | $2,914 | $3,679-20.8% | $3,883-25.0% | $4,647-37.3% |
| Admin fee / account holder | $127 | $583-78.2% | $5,768-97.8% | $430-70.5% |