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 4-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 Filed as: ASCENSUS Service code 16 · EIN 11-3665754 | Consulting | $53,763 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,588 | $85,515+20.0% | $112,040-8.4% | $67,986+50.9% |
| Participation rate | 100.0% | 68.2%+31.8pp | 76.5%+23.5pp | 57.2%+42.8pp |
| Annual return | 10.62% | 29.68%-19.1pp | 24.52%-13.9pp | 31.67%-21.0pp |
| Employer contribution / active EE | $3,331 | $2,191+52.0% | $2,954+12.8% | $2,019+65.0% |
| Participant deferral / active EE | $5,747 | $4,014+43.2% | $5,098+12.7% | $3,358+71.1% |
| Admin fee / account holder | $332 | $3,774-91.2% | $12,098-97.3% | $3,203-89.6% |