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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,939 |
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 | $26,448 | $50,637-47.8% | $86,590-69.5% | $62,292-57.5% |
| Participation rate | 46.4% | 67.9%-21.5pp | 73.5%-27.1pp | 69.5%-23.1pp |
| Annual return | 19.18% | 20.80%-1.6pp | 964.84%-945.7pp | 28.90%-9.7pp |
| Employer contribution / active EE | $460 | $2,075-77.8% | $2,839-83.8% | $2,042-77.5% |
| Participant deferral / active EE | $2,175 | $2,611-16.7% | $3,609-39.7% | $3,169-31.4% |
| Admin fee / account holder | $20 | $413-95.2% | $4,906-99.6% | $479-95.8% |