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 | $17,534 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,005 | $64,480-14.7% | $81,382-32.4% | $80,856-32.0% |
| Participation rate | 93.7% | 63.9%+29.8pp | 69.5%+24.2pp | 67.6%+26.0pp |
| Annual return | 13.44% | 16.34%-2.9pp | 24.73%-11.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,901 | $1,978+46.6% | $2,463+17.8% | $2,755+5.3% |
| Participant deferral / active EE | $3,644 | $3,094+17.8% | $3,883-6.2% | $4,296-15.2% |
| Admin fee / account holder | $100 | $5,671-98.2% | $5,768-98.3% | $6,918-98.6% |