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.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $255 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $4,331 | $47,126-90.8% | $149,673-97.1% | $74,419-94.2% |
| Participation rate | 11.7% | 63.4%-51.6pp | 78.8%-67.0pp | 70.7%-59.0pp |
| Annual return | 0.00% | 22.75%-22.8pp | 134.42%-134.4pp | 34.38%-34.4pp |
| Employer contribution / active EE | $399 | $1,905-79.1% | $4,818-91.7% | $2,637-84.9% |
| Participant deferral / active EE | $129 | $2,728-95.3% | $5,680-97.7% | $4,528-97.2% |
| Admin fee / account holder | $6 | $343-98.3% | $13,210-100.0% | $348-98.3% |