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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,294 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,251 | $60,989-73.4% | $60,874-73.3% | $66,914-75.7% |
| Participation rate | 48.4% | 74.5%-26.1pp | 73.1%-24.7pp | 69.8%-21.4pp |
| Annual return | -18.65% | -9.60%-9.0pp | 16.90%-35.5pp | 1.58%-20.2pp |
| Employer contribution / active EE | $1,575 | $2,661-40.8% | $2,701-41.7% | $2,544-38.1% |
| Participant deferral / active EE | $2,189 | $3,615-39.4% | $3,817-42.6% | $4,237-48.3% |
| Admin fee / account holder | $78 | $338-76.9% | $3,224-97.6% | $593-86.8% |