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 6-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,992 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,060 | $65,435-38.8% | $86,677-53.8% | $66,914-40.1% |
| Participation rate | 79.2% | 75.5%+3.8pp | 76.6%+2.6pp | 69.8%+9.4pp |
| Annual return | -19.26% | -10.89%-8.4pp | 35.91%-55.2pp | 1.58%-20.8pp |
| Employer contribution / active EE | $2,267 | $2,153+5.3% | $2,836-20.1% | $2,544-10.9% |
| Participant deferral / active EE | $3,352 | $4,100-18.3% | $4,656-28.0% | $4,237-20.9% |
| Admin fee / account holder | $25 | $642-96.2% | $7,493-99.7% | $593-95.9% |