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 | $27,186 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,394 | $51,045+153.5% | $70,515+83.5% | $71,457+81.1% |
| Participation rate | 95.7% | 59.4%+36.3pp | 68.3%+27.3pp | 67.9%+27.8pp |
| Annual return | 16.37% | 42.63%-26.3pp | 32.77%-16.4pp | 28.85%-12.5pp |
| Employer contribution / active EE | $6,242 | $1,790+248.7% | $2,973+109.9% | $2,588+141.2% |
| Participant deferral / active EE | $8,980 | $3,026+196.7% | $4,567+96.6% | $4,289+109.4% |
| Admin fee / account holder | $117 | $1,994-94.1% | $6,412-98.2% | $1,587-92.6% |