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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,774 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,829 | $52,380-56.4% | $98,755-76.9% | $85,850-73.4% |
| Participation rate | 91.7% | 58.0%+33.7pp | 65.7%+25.9pp | 69.3%+22.4pp |
| Annual return | 7.94% | 25.82%-17.9pp | 49.91%-42.0pp | 318.53%-310.6pp |
| Employer contribution / active EE | $767 | $1,337-42.6% | $2,067-62.9% | $2,565-70.1% |
| Participant deferral / active EE | $5,811 | $2,101+176.6% | $3,035+91.5% | $3,952+47.0% |
| Admin fee / account holder | $15 | $3,865-99.6% | $4,076-99.6% | $6,260-99.8% |