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 LLC9+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,670 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $423,153 | $130,194+225.0% | $169,993+148.9% | $71,457+492.2% |
| Participation rate | 63.4% | 86.1%-22.8pp | 87.0%-23.6pp | 67.9%-4.6pp |
| Annual return | 16.48% | 20.37%-3.9pp | 53.37%-36.9pp | 28.85%-12.4pp |
| Employer contribution / active EE | $16,595 | $4,381+278.8% | $6,785+144.6% | $2,588+541.3% |
| Participant deferral / active EE | $11,022 | $6,923+59.2% | $10,408+5.9% | $4,289+157.0% |
| Admin fee / account holder | $10 | $966-98.9% | $12,815-99.9% | $1,587-99.4% |