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 8-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 | $34,932 |
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 | $9,279 | $65,061-85.7% | $143,757-93.5% | $66,914-86.1% |
| Participation rate | 98.5% | 65.2%+33.4pp | 80.3%+18.2pp | 69.8%+28.7pp |
| Annual return | -16.46% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $1,416 | $2,361-40.0% | $4,951-71.4% | $2,544-44.4% |
| Participant deferral / active EE | $1,718 | $2,919-41.1% | $5,637-69.5% | $4,237-59.5% |
| Admin fee / account holder | $25 | $502-95.1% | $14,673-99.8% | $593-95.8% |