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 | $54,960 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,338 | $52,208-57.2% | $86,612-74.2% | $74,419-70.0% |
| Participation rate | 92.5% | 66.3%+26.2pp | 71.7%+20.8pp | 70.7%+21.8pp |
| Annual return | 14.61% | 44.46%-29.8pp | 591.07%-576.5pp | 34.38%-19.8pp |
| Employer contribution / active EE | $1,397 | $2,282-38.8% | $3,022-53.8% | $2,637-47.0% |
| Participant deferral / active EE | $2,921 | $3,383-13.7% | $4,438-34.2% | $4,528-35.5% |
| Admin fee / account holder | $43 | $319-86.4% | $5,614-99.2% | $348-87.5% |