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 LLC4 years Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $315 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,082 | $51,355-70.6% | $90,951-83.4% | - |
| Participation rate | 41.4% | 56.3%-14.9pp | 69.0%-27.6pp | - |
| Annual return | 16.01% | 22.61%-6.6pp | 134.60%-118.6pp | - |
| Employer contribution / active EE | $0 | $901-100.0% | $2,122-100.0% | - |
| Participant deferral / active EE | $1,128 | $2,212-49.0% | $3,373-66.5% | - |
| Admin fee / account holder | $3 | $7,937-100.0% | $5,959-99.9% | - |