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 LLC1 year Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 49 | Other Services | $2,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $91,472 | $77,660+17.8% | $109,143-16.2% | $79,386+15.2% |
| Participation rate | 43.4% | 67.8%-24.4pp | 75.9%-32.5pp | 70.7%-27.3pp |
| Annual return | 11.06% | 23.44%-12.4pp | 25.75%-14.7pp | 116.85%-105.8pp |
| Employer contribution / active EE | $1,577 | $2,797-43.6% | $3,722-57.6% | $2,427-35.0% |
| Participant deferral / active EE | $3,431 | $3,518-2.5% | $4,653-26.3% | $4,046-15.2% |
| Admin fee / account holder | $23 | $732-96.8% | $6,752-99.7% | $626-96.3% |