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 | $88,360-61.6% | $145,433-76.7% | $67,986-50.1% |
| Participation rate | 99.5% | 65.5%+34.0pp | 82.1%+17.4pp | 57.2%+42.3pp |
| Annual return | 22.42% | 63.15%-40.7pp | 66.58%-44.2pp | 31.67%-9.2pp |
| Employer contribution / active EE | $4,153 | $3,054+36.0% | $4,554-8.8% | $2,019+105.7% |
| Participant deferral / active EE | $7,311 | $5,932+23.2% | $7,897-7.4% | $3,358+117.7% |
| Admin fee / account holder | $39 | $3,313-98.8% | $13,129-99.7% | $3,203-98.8% |