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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,167 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,459 | $43,423-48.3% | $78,689-71.5% | $55,167-59.3% |
| Participation rate | 48.1% | 68.0%-20.0pp | 73.6%-25.5pp | 69.0%-20.9pp |
| Annual return | 11.86% | 11.53%+0.3pp | 62.18%-50.3pp | 169.23%-157.4pp |
| Employer contribution / active EE | $550 | $1,997-72.5% | $2,851-80.7% | $1,963-72.0% |
| Participant deferral / active EE | $2,297 | $2,509-8.4% | $3,517-34.7% | $3,054-24.8% |
| Admin fee / account holder | $23 | $416-94.5% | $4,510-99.5% | $504-95.4% |