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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,319 |
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 | $67,946 | $73,867-8.0% | $143,757-52.7% | $68,494-0.8% |
| Participation rate | 49.5% | 66.7%-17.2pp | 80.3%-30.8pp | 67.9%-18.4pp |
| Annual return | -18.94% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,263 | $3,184-60.3% | $4,951-74.5% | $2,596-51.3% |
| Participant deferral / active EE | $1,940 | $3,384-42.7% | $5,637-65.6% | $4,027-51.8% |
| Admin fee / account holder | $156 | $5,755-97.3% | $14,673-98.9% | $5,403-97.1% |