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 LLC1 year Filed as: WEALTH MANAGEMENT, LLC Service code 26 · EIN 82-2359200 | Advisory (Participants) | $0 |
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 | $19,866 | $35,485-44.0% | $74,550-73.4% | $55,725-64.4% |
| Participation rate | 46.4% | 62.5%-16.1pp | 69.1%-22.7pp | 70.9%-24.5pp |
| Annual return | -6.05% | 0.72%-6.8pp | 32.53%-38.6pp | 244.93%-251.0pp |
| Employer contribution / active EE | $237 | $777-69.5% | $1,961-87.9% | $2,078-88.6% |
| Participant deferral / active EE | $1,061 | $2,181-51.4% | $3,108-65.9% | $3,356-68.4% |
| Admin fee / account holder | $6 | $114-95.2% | $5,060-99.9% | $115-95.2% |