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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $233,258 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,517 | $37,317+83.6% | $77,024-11.0% | $77,904-12.0% |
| Participation rate | 95.2% | 46.9%+48.4pp | 67.9%+27.3pp | 73.7%+21.5pp |
| Annual return | -10.55% | -5.88%-4.7pp | 42.32%-52.9pp | 12.21%-22.8pp |
| Employer contribution / active EE | $2,247 | $1,218+84.5% | $2,812-20.1% | $2,848-21.1% |
| Participant deferral / active EE | $5,511 | $2,564+114.9% | $4,426+24.5% | $4,806+14.7% |
| Admin fee / account holder | $136 | $126+7.9% | $5,425-97.5% | $133+2.3% |