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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,484 | $76,050-40.2% | $96,544-52.9% | $71,457-36.3% |
| Participation rate | 71.9% | 74.4%-2.6pp | 76.0%-4.1pp | 67.9%+3.9pp |
| Annual return | 24.87% | 22.81%+2.1pp | 25.84%-1.0pp | 28.85%-4.0pp |
| Employer contribution / active EE | $1,766 | $2,244-21.3% | $2,965-40.4% | $2,588-31.7% |
| Participant deferral / active EE | $3,089 | $4,215-26.7% | $4,851-36.3% | $4,289-28.0% |
| Admin fee / account holder | $29 | $2,707-98.9% | $8,252-99.6% | $1,587-98.2% |