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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,770 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,802 | $62,624+56.2% | $177,989-45.1% | $77,643+26.0% |
| Participation rate | 63.6% | 66.8%-3.3pp | 77.1%-13.5pp | 70.6%-7.0pp |
| Annual return | 12.52% | 16.16%-3.6pp | 294.48%-282.0pp | 31.24%-18.7pp |
| Employer contribution / active EE | $2,070 | $1,909+8.4% | $3,949-47.6% | $2,726-24.1% |
| Participant deferral / active EE | $3,690 | $4,219-12.6% | $6,276-41.2% | $4,647-20.6% |
| Admin fee / account holder | $15 | $386-96.1% | $10,363-99.9% | $430-96.5% |