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 | $77,817 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,704 | $65,908-54.9% | $81,812-63.7% | $77,643-61.7% |
| Participation rate | 91.9% | 65.8%+26.1pp | 72.3%+19.6pp | 70.6%+21.3pp |
| Annual return | 14.68% | 26.64%-12.0pp | 773.79%-759.1pp | 31.24%-16.6pp |
| Employer contribution / active EE | $1,437 | $2,370-39.4% | $2,912-50.7% | $2,726-47.3% |
| Participant deferral / active EE | $3,048 | $3,505-13.0% | $4,319-29.4% | $4,647-34.4% |
| Admin fee / account holder | $72 | $526-86.3% | $7,386-99.0% | $430-83.3% |