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 | $251,772 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,986 | $40,278+93.6% | $80,569-3.2% | $80,160-2.7% |
| Participation rate | 95.8% | 47.5%+48.2pp | 67.0%+28.8pp | 72.9%+22.9pp |
| Annual return | 18.59% | 50.86%-32.3pp | 935.43%-916.8pp | 40.38%-21.8pp |
| Employer contribution / active EE | $2,552 | $1,332+91.5% | $2,723-6.3% | $2,978-14.3% |
| Participant deferral / active EE | $6,023 | $2,696+123.4% | $4,447+35.4% | $5,017+20.1% |
| Admin fee / account holder | $134 | $210-36.5% | $5,377-97.5% | $145-7.8% |