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 | $8,310 |
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 | $160,686 | $76,050+111.3% | $96,544+66.4% | $71,457+124.9% |
| Participation rate | 84.9% | 74.4%+10.5pp | 76.0%+9.0pp | 67.9%+17.0pp |
| Annual return | 10.75% | 22.81%-12.1pp | 25.84%-15.1pp | 28.85%-18.1pp |
| Employer contribution / active EE | $15,192 | $2,244+577.0% | $2,965+412.4% | $2,588+487.1% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |