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 LLC1 year Filed as: ASCENSUS TRUST COMPANY Service code 12 · EIN 45-0404698 | Participant loan processing; Claims p... | $78,645 |
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 | $122,448 | $102,382+19.6% | $147,005-16.7% | $80,874+51.4% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.7pp | 67.6%+27.2pp |
| Annual return | 9.80% | 134.89%-125.1pp | 418.76%-409.0pp | 35.62%-25.8pp |
| Employer contribution / active EE | $3,034 | $3,715-18.3% | $4,934-38.5% | $2,756+10.1% |
| Participant deferral / active EE | $6,759 | $6,646+1.7% | $8,070-16.2% | $4,297+57.3% |
| Admin fee / account holder | $640 | $7,942-91.9% | $13,006-95.1% | $6,935-90.8% |