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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,814 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,863 | $65,390-69.6% | $169,368-88.3% | $71,457-72.2% |
| Participation rate | 48.1% | 67.0%-18.9pp | 77.1%-29.1pp | 67.9%-19.9pp |
| Annual return | 19.69% | 21.31%-1.6pp | 405.60%-385.9pp | 28.85%-9.2pp |
| Employer contribution / active EE | $945 | $2,079-54.6% | $4,013-76.5% | $2,588-63.5% |
| Participant deferral / active EE | $1,629 | $4,367-62.7% | $6,221-73.8% | $4,289-62.0% |
| Admin fee / account holder | $45 | $1,324-96.6% | $9,003-99.5% | $1,587-97.1% |