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 3-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 64 · EIN 11-3665754 | Recordkeeping Fees | $85 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,632 | $64,119-70.9% | $112,228-83.4% | $66,914-72.2% |
| Participation rate | 36.3% | 68.5%-32.2pp | 75.1%-38.8pp | 69.8%-33.5pp |
| Annual return | 0.00% | -13.81%+13.8pp | 27.45%-27.4pp | 1.58%-1.6pp |
| Employer contribution / active EE | $1,123 | $3,005-62.6% | $3,635-69.1% | $2,544-55.9% |
| Participant deferral / active EE | $1,943 | $3,693-47.4% | $4,728-58.9% | $4,237-54.1% |
| Admin fee / account holder | $88 | $625-85.9% | $6,410-98.6% | $593-85.1% |