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 |
|---|---|---|
Service code 99 · EIN 59-2937883 | Other Fees | $62,154 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP Service code 49 800 W COMMERCE ROAD, SUITE 105 · NEW ORLEANS, LA 70123 | Other Services | $13,523 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,304 | $93,131-29.9% | $106,548-38.7% | $86,799-24.8% |
| Participation rate | 70.7% | 81.4%-10.7pp | 76.1%-5.4pp | 72.3%-1.6pp |
| Annual return | 13.39% | 19.45%-6.1pp | 26.80%-13.4pp | 97.91%-84.5pp |
| Employer contribution / active EE | $2,769 | $2,895-4.4% | $2,819-1.8% | $2,405+15.1% |
| Participant deferral / active EE | $4,310 | $4,708-8.5% | $4,398-2.0% | $4,131+4.3% |
| Admin fee / account holder | $41 | $145-72.0% | $7,407-99.5% | $170-76.1% |