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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,215 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,968 | $59,584+29.2% | $86,874-11.4% | $79,386-3.0% |
| Participation rate | 98.9% | 67.7%+31.2pp | 71.6%+27.2pp | 70.7%+28.1pp |
| Annual return | 13.92% | 23.15%-9.2pp | 63.52%-49.6pp | 116.85%-102.9pp |
| Employer contribution / active EE | $1,589 | $1,768-10.1% | $2,495-36.3% | $2,427-34.6% |
| Participant deferral / active EE | $3,685 | $3,036+21.3% | $3,699-0.4% | $4,046-8.9% |
| Admin fee / account holder | $6 | $604-99.1% | $5,828-99.9% | $626-99.1% |