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 LLC2 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $11,436 |
Annual investment return 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 | $82,330 | $64,119+28.4% | $112,228-26.6% | $66,914+23.0% |
| Participation rate | 84.3% | 68.5%+15.8pp | 75.1%+9.2pp | 69.8%+14.5pp |
| Annual return | -19.30% | -13.81%-5.5pp | 27.45%-46.7pp | 1.58%-20.9pp |
| Employer contribution / active EE | $2,919 | $3,005-2.9% | $3,635-19.7% | $2,544+14.7% |
| Participant deferral / active EE | $9,778 | $3,693+164.8% | $4,728+106.8% | $4,237+130.8% |
| Admin fee / account holder | $20 | $625-96.8% | $6,410-99.7% | $593-96.7% |