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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,380 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,734 | $56,423+23.6% | $77,163-9.6% | $71,457-2.4% |
| Participation rate | 98.8% | 64.3%+34.5pp | 69.6%+29.2pp | 67.9%+30.9pp |
| Annual return | 29.30% | 19.05%+10.3pp | 37.87%-8.6pp | 28.85%+0.5pp |
| Employer contribution / active EE | $1,791 | $1,866-4.0% | $2,535-29.4% | $2,588-30.8% |
| Participant deferral / active EE | $4,094 | $3,142+30.3% | $3,833+6.8% | $4,289-4.5% |
| Admin fee / account holder | $6 | $1,429-99.6% | $5,472-99.9% | $1,587-99.6% |