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 Filed as: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $4,623 |
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 | $23,770 | $59,805-60.3% | $79,550-70.1% | $68,494-65.3% |
| Participation rate | 39.4% | 61.1%-21.7pp | 69.5%-30.1pp | 67.9%-28.5pp |
| Annual return | -16.89% | -12.30%-4.6pp | 0.16%-17.1pp | -7.84%-9.0pp |
| Employer contribution / active EE | $0 | $1,505-100.0% | $2,413-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,772 | $3,024-41.4% | $3,985-55.5% | $4,027-56.0% |
| Admin fee / account holder | $71 | $4,835-98.5% | $6,832-99.0% | $5,403-98.7% |