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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $27,499 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $10,524 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,847 | $77,660+37.6% | $109,143-2.1% | $79,386+34.6% |
| Participation rate | 88.1% | 67.8%+20.3pp | 75.9%+12.3pp | 70.7%+17.4pp |
| Annual return | 21.49% | 23.44%-1.9pp | 25.75%-4.3pp | 116.85%-95.4pp |
| Employer contribution / active EE | $3,513 | $2,797+25.6% | $3,722-5.6% | $2,427+44.7% |
| Participant deferral / active EE | $10,559 | $3,518+200.2% | $4,653+126.9% | $4,046+161.0% |
| Admin fee / account holder | $6 | $732-99.1% | $6,752-99.9% | $626-99.0% |