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: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 20-1302365 | Other Fees | $5,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,391 | $66,124-63.1% | $90,404-73.0% | $73,488-66.8% |
| Participation rate | 15.8% | 69.7%-53.8pp | 72.7%-56.8pp | 70.7%-54.8pp |
| Annual return | 16.75% | 17.65%-0.9pp | 1293.02%-1276.3pp | 28.51%-11.8pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,262-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $643 | $3,039-78.8% | $3,963-83.8% | $3,740-82.8% |
| Admin fee / account holder | $27 | $396-93.2% | $5,611-99.5% | $513-94.8% |