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 Filed as: ASCENSUS Service code 13 · EIN 45-0404698 | Contract Administrator | $60,964 |
Service code 27 · EIN 13-2638166 1285 AVENUE OF THE AMERICAS · NEW YORK, NY 10019 | Advisory (Plan) | $38,232 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,678 | $106,236+23.9% | $112,228+17.3% | $64,808+103.2% |
| Participation rate | 58.9% | 71.7%-12.8pp | 75.1%-16.2pp | 71.5%-12.6pp |
| Annual return | -16.46% | -6.02%-10.4pp | 27.45%-43.9pp | 32.82%-49.3pp |
| Employer contribution / active EE | $2,371 | $3,166-25.1% | $3,635-34.8% | $2,506-5.4% |
| Participant deferral / active EE | $4,412 | $3,785+16.6% | $4,728-6.7% | $4,310+2.3% |
| Admin fee / account holder | $397 | $452-12.1% | $6,410-93.8% | $188+111.3% |