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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $230,191 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,440 | $99,062-58.2% | $120,354-65.6% | $99,062-58.2% |
| Participation rate | 30.0% | 71.6%-41.7pp | 71.9%-41.9pp | 71.6%-41.7pp |
| Annual return | 12.78% | 17.66%-4.9pp | 107.15%-94.4pp | 17.66%-4.9pp |
| Employer contribution / active EE | $660 | $3,262-79.8% | $3,463-80.9% | $3,262-79.8% |
| Participant deferral / active EE | $1,136 | $5,331-78.7% | $4,991-77.2% | $5,331-78.7% |
| Admin fee / account holder | $94 | $109-13.8% | $9,423-99.0% | $109-13.8% |