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 3-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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,563 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,048 | $71,516-67.8% | $98,439-76.6% | $71,457-67.7% |
| Participation rate | 87.2% | 72.7%+14.5pp | 75.2%+12.1pp | 67.9%+19.3pp |
| Annual return | 18.35% | 32.41%-14.1pp | 21.16%-2.8pp | 28.85%-10.5pp |
| Employer contribution / active EE | $883 | $2,399-63.2% | $3,048-71.0% | $2,588-65.9% |
| Participant deferral / active EE | $2,428 | $4,109-40.9% | $4,738-48.8% | $4,289-43.4% |
| Admin fee / account holder | $108 | $1,675-93.6% | $8,948-98.8% | $1,587-93.2% |