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 | $78,485-2.5% | $106,213-27.9% | $74,495+2.7% |
| Participation rate | 82.6% | 72.8%+9.8pp | 75.3%+7.3pp | 67.2%+15.4pp |
| Annual return | 14.08% | 15.95%-1.9pp | 116.14%-102.1pp | 1364.94%-1350.9pp |
| Employer contribution / active EE | $2,867 | $2,523+13.6% | $3,171-9.6% | $2,623+9.3% |
| Participant deferral / active EE | $5,496 | $4,322+27.2% | $5,016+9.6% | $4,346+26.5% |
| Admin fee / account holder | $40 | $2,232-98.2% | $11,033-99.6% | $1,942-97.9% |