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 6-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+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $330 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,399 | $52,953-33.2% | $172,739-79.5% | $65,185-45.7% |
| Participation rate | 9.8% | 66.2%-56.4pp | 82.6%-72.9pp | 70.2%-60.4pp |
| Annual return | 0.00% | 30.12%-30.1pp | 802.84%-802.8pp | 29.38%-29.4pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,143-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $218 | $2,471-91.2% | $5,198-95.8% | $3,514-93.8% |
| Admin fee / account holder | $58 | $472-87.7% | $13,954-99.6% | $847-93.2% |