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 LLC2 years Filed as: SCP RETIREMENT SERVICES Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $9,153 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,936 | $100,923-66.4% | $150,045-77.4% | $74,304-54.3% |
| Participation rate | 99.5% | 70.1%+29.4pp | 82.3%+17.2pp | 60.3%+39.1pp |
| Annual return | 22.42% | 51.77%-29.4pp | 62.55%-40.1pp | 29.43%-7.0pp |
| Employer contribution / active EE | $4,153 | $3,463+19.9% | $4,693-11.5% | $2,241+85.3% |
| Participant deferral / active EE | $7,311 | $6,709+9.0% | $7,997-8.6% | $3,767+94.1% |
| Admin fee / account holder | $39 | $2,767-98.6% | $13,435-99.7% | $2,969-98.7% |