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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $6,595 |
Service code 27 · EIN 59-3331424 | Advisory (Plan) | $5,303 |
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 | $35,732 | $81,625-56.2% | $167,512-78.7% | $74,304-51.9% |
| Participation rate | 59.5% | 60.0%-0.6pp | 77.1%-17.6pp | 60.3%-0.9pp |
| Annual return | 18.01% | 26.09%-8.1pp | 1615.79%-1597.8pp | 29.43%-11.4pp |
| Employer contribution / active EE | $1,424 | $2,010-29.2% | $3,882-63.3% | $2,241-36.5% |
| Participant deferral / active EE | $2,652 | $4,115-35.5% | $6,405-58.6% | $3,767-29.6% |
| Admin fee / account holder | $124 | $3,474-96.4% | $9,769-98.7% | $2,969-95.8% |