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 | $1,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,578 | $25,979-20.8% | $71,735-71.3% | $68,494-70.0% |
| Participation rate | 92.3% | 54.5%+37.8pp | 62.3%+30.0pp | 67.9%+24.4pp |
| Annual return | -11.11% | -15.10%+4.0pp | 9.14%-20.2pp | -7.84%-3.3pp |
| Employer contribution / active EE | $1,841 | $900+104.5% | $1,704+8.1% | $2,596-29.1% |
| Participant deferral / active EE | $5,624 | $1,522+269.5% | $2,658+111.6% | $4,027+39.7% |
| Admin fee / account holder | $11 | $2,022-99.5% | $3,974-99.7% | $5,403-99.8% |