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 | $112,339 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,431 | $164,864-77.9% | $453,369-92.0% | $93,030-60.8% |
| Participation rate | 92.0% | 84.2%+7.8pp | 78.0%+14.0pp | 73.9%+18.1pp |
| Annual return | 11.85% | 17.89%-6.0pp | 64.40%-52.5pp | 158.70%-146.9pp |
| Employer contribution / active EE | $2,134 | $3,519-39.4% | $4,070-47.6% | $2,706-21.1% |
| Participant deferral / active EE | $3,150 | $5,690-44.6% | $6,209-49.3% | $4,562-31.0% |
| Admin fee / account holder | $66 | $104-37.0% | $11,209-99.4% | $152-56.7% |