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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,779 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,886 | $83,884-78.7% | $64,056-72.1% | $74,419-76.0% |
| Participation rate | 41.8% | 76.6%-34.8pp | 72.3%-30.5pp | 70.7%-28.9pp |
| Annual return | 24.91% | 16.57%+8.3pp | 33.69%-8.8pp | 34.38%-9.5pp |
| Employer contribution / active EE | $1,401 | $3,084-54.6% | $2,747-49.0% | $2,637-46.9% |
| Participant deferral / active EE | $1,803 | $3,692-51.2% | $3,880-53.5% | $4,528-60.2% |
| Admin fee / account holder | $40 | $196-79.5% | $3,068-98.7% | $348-88.4% |