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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,228 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,686 | $70,879-68.0% | $189,557-88.0% | $79,386-71.4% |
| Participation rate | 11.9% | 68.0%-56.1pp | 78.4%-66.6pp | 70.7%-58.8pp |
| Annual return | 22.44% | 20.70%+1.7pp | 64.17%-41.7pp | 116.85%-94.4pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $606 | $4,081-85.2% | $6,174-90.2% | $4,046-85.0% |
| Admin fee / account holder | $79 | $647-87.8% | $9,807-99.2% | $626-87.4% |