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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $283,722 |
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 | $85,172 | $44,897+89.7% | $84,966+0.2% | $199,593-57.3% |
| Participation rate | 96.4% | 45.7%+50.7pp | 67.5%+28.9pp | 72.0%+24.5pp |
| Annual return | 8.96% | 20.96%-12.0pp | 66.38%-57.4pp | 34.25%-25.3pp |
| Employer contribution / active EE | $2,857 | $1,365+109.2% | $2,727+4.8% | $3,034-5.9% |
| Participant deferral / active EE | $6,911 | $2,668+159.0% | $4,519+52.9% | $5,087+35.9% |
| Admin fee / account holder | $148 | $584-74.7% | $6,149-97.6% | $269-45.0% |