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 7-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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,910 |
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 | $47,457 | $98,727-51.9% | $113,168-58.1% | $85,563-44.5% |
| Participation rate | 56.9% | 80.8%-23.9pp | 76.6%-19.7pp | 66.0%-9.1pp |
| Annual return | 16.85% | 17.43%-0.6pp | 24.27%-7.4pp | 31.51%-14.7pp |
| Employer contribution / active EE | $1,461 | $2,907-49.7% | $2,975-50.9% | $2,654-44.9% |
| Participant deferral / active EE | $2,781 | $5,424-48.7% | $5,107-45.5% | $4,375-36.4% |
| Admin fee / account holder | $30 | $357-91.6% | $12,068-99.8% | $834-96.4% |