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 LLC2 years Filed as: ASCENSUS TRUST COMPANY Service code 12 · EIN 45-0404698 | Investment management fees paid direc... | $81,057 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,090 | $100,923+14.0% | $150,045-23.3% | $74,304+54.9% |
| Participation rate | 84.5% | 70.1%+14.4pp | 82.3%+2.2pp | 60.3%+24.1pp |
| Annual return | 14.08% | 51.77%-37.7pp | 62.55%-48.5pp | 29.43%-15.3pp |
| Employer contribution / active EE | $2,854 | $3,463-17.6% | $4,693-39.2% | $2,241+27.4% |
| Participant deferral / active EE | $6,295 | $6,709-6.2% | $7,997-21.3% | $3,767+67.1% |
| Admin fee / account holder | $651 | $2,767-76.5% | $13,435-95.2% | $2,969-78.1% |