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 9-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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $23,574 |
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.
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 | $19,464 | $122,114-84.1% | $96,139-79.8% | $101,517-80.8% |
| Participation rate | 2.6% | 40.2%-37.6pp | 68.4%-65.9pp | 74.6%-72.0pp |
| Annual return | 17.19% | 22.60%-5.4pp | 191.94%-174.8pp | 21.00%-3.8pp |
| Employer contribution / active EE | $52 | $938-94.5% | $2,797-98.1% | $2,973-98.3% |
| Participant deferral / active EE | $83 | $2,166-96.2% | $4,349-98.1% | $4,873-98.3% |
| Admin fee / account holder | $106 | $1,652-93.6% | $5,537-98.1% | $139-24.2% |