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 10-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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $41,941 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,939 | $66,457-48.9% | $81,382-58.3% | $77,643-56.3% |
| Participation rate | 86.2% | 68.7%+17.5pp | 69.5%+16.7pp | 70.6%+15.7pp |
| Annual return | 12.05% | 15.93%-3.9pp | 24.73%-12.7pp | 31.24%-19.2pp |
| Employer contribution / active EE | $1,162 | $2,159-46.2% | $2,463-52.8% | $2,726-57.4% |
| Participant deferral / active EE | $2,792 | $3,679-24.1% | $3,883-28.1% | $4,647-39.9% |
| Admin fee / account holder | $121 | $583-79.2% | $5,768-97.9% | $430-71.8% |