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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,115 |
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 | $54,663 | $50,199+8.9% | $70,092-22.0% | $66,914-18.3% |
| Participation rate | 99.4% | 66.3%+33.1pp | 70.5%+28.9pp | 69.8%+29.6pp |
| Annual return | -25.92% | -13.85%-12.1pp | 190.73%-216.7pp | 1.58%-27.5pp |
| Employer contribution / active EE | $1,435 | $1,864-23.0% | $2,559-43.9% | $2,544-43.6% |
| Participant deferral / active EE | $3,433 | $3,112+10.3% | $3,849-10.8% | $4,237-19.0% |
| Admin fee / account holder | $9 | $600-98.4% | $6,267-99.8% | $593-98.4% |