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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,735 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,036 | $52,670-65.8% | $90,404-80.0% | $73,409-75.4% |
| Participation rate | 82.7% | 67.7%+15.0pp | 72.7%+10.0pp | 72.2%+10.5pp |
| Annual return | 14.40% | 20.70%-6.3pp | 1293.02%-1278.6pp | 59.29%-44.9pp |
| Employer contribution / active EE | $981 | $1,872-47.6% | $3,262-69.9% | $2,234-56.1% |
| Participant deferral / active EE | $2,173 | $2,807-22.6% | $3,963-45.2% | $3,805-42.9% |
| Admin fee / account holder | $22 | $117-81.1% | $5,611-99.6% | $158-86.0% |