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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,775 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,810 | $59,159-75.0% | $159,960-90.7% | $66,914-77.9% |
| Participation rate | 44.1% | 68.1%-24.0pp | 78.0%-33.9pp | 69.8%-25.7pp |
| Annual return | -16.48% | -12.26%-4.2pp | 408.60%-425.1pp | 1.58%-18.1pp |
| Employer contribution / active EE | $831 | $1,983-58.1% | $4,226-80.3% | $2,544-67.3% |
| Participant deferral / active EE | $1,447 | $4,395-67.1% | $6,182-76.6% | $4,237-65.8% |
| Admin fee / account holder | $37 | $591-93.7% | $8,698-99.6% | $593-93.7% |