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 | $11,655 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,530 | $78,483-2.5% | $106,201-27.9% | $74,546+2.7% |
| Participation rate | 82.6% | 72.8%+9.8pp | 75.3%+7.3pp | 67.2%+15.4pp |
| Annual return | 14.08% | 15.94%-1.9pp | 116.26%-102.2pp | 1366.03%-1351.9pp |
| Employer contribution / active EE | $2,867 | $2,522+13.7% | $3,170-9.6% | $2,624+9.2% |
| Participant deferral / active EE | $5,496 | $4,320+27.2% | $5,012+9.7% | $4,347+26.4% |
| Admin fee / account holder | $40 | $2,236-98.2% | $11,039-99.6% | $1,944-97.9% |