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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $139,689 |
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 | $37,129 | $148,970-75.1% | $136,007-72.7% | $199,593-81.4% |
| Participation rate | 91.3% | 79.4%+12.0pp | 76.5%+14.9pp | 72.0%+19.4pp |
| Annual return | 11.42% | 27.07%-15.6pp | 579.32%-567.9pp | 34.25%-22.8pp |
| Employer contribution / active EE | $2,544 | $3,561-28.6% | $4,217-39.7% | $3,034-16.1% |
| Participant deferral / active EE | $3,346 | $6,140-45.5% | $7,025-52.4% | $5,087-34.2% |
| Admin fee / account holder | $72 | $144-49.8% | $6,858-98.9% | $269-73.1% |