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 | $8,145 |
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 | $8,657 | $115,708-92.5% | $65,255-86.7% | $139,434-93.8% |
| Participation rate | 71.4% | 67.8%+3.6pp | 65.0%+6.5pp | 80.3%-8.9pp |
| Annual return | 6.18% | 31.19%-25.0pp | 47.35%-41.2pp | 372.94%-366.8pp |
| Employer contribution / active EE | $7,618 | $2,599+193.1% | $1,691+350.4% | $4,751+60.3% |
| Participant deferral / active EE | $20,157 | $4,240+375.4% | $2,831+612.0% | $6,710+200.4% |
| Admin fee / account holder | $54 | $6,698-99.2% | $4,112-98.7% | $11,403-99.5% |