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 7-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 LLC5+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $30,224 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,815 | $95,274-35.1% | $135,903-54.5% | $74,419-16.9% |
| Participation rate | 79.2% | 78.2%+1.0pp | 81.9%-2.7pp | 70.7%+8.5pp |
| Annual return | 22.67% | 32.77%-10.1pp | 68.23%-45.6pp | 34.38%-11.7pp |
| Employer contribution / active EE | $691 | $3,874-82.2% | $4,856-85.8% | $2,637-73.8% |
| Participant deferral / active EE | $4,336 | $7,782-44.3% | $7,758-44.1% | $4,528-4.2% |
| Admin fee / account holder | $111 | $266-58.3% | $10,762-99.0% | $348-68.1% |