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 4-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 | $3,204 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,617 | $49,451-92.7% | $79,550-95.5% | $66,914-94.6% |
| Participation rate | 84.4% | 61.3%+23.0pp | 69.5%+14.9pp | 69.8%+14.6pp |
| Annual return | 0.00% | 84.25%-84.3pp | 0.16%-0.2pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,004 | $1,266-20.7% | $2,413-58.4% | $2,544-60.5% |
| Participant deferral / active EE | $3,102 | $3,159-1.8% | $3,985-22.1% | $4,237-26.8% |
| Admin fee / account holder | $23 | $595-96.1% | $6,832-99.7% | $593-96.1% |