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 | $22,100 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $24,436 | $79,171-69.1% | $102,423-76.1% | $74,495-67.2% |
| Participation rate | 69.5% | 74.8%-5.3pp | 76.5%-7.0pp | 67.2%+2.3pp |
| Annual return | 17.20% | 54.93%-37.7pp | 29.32%-12.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $996 | $2,362-57.8% | $3,023-67.0% | $2,623-62.0% |
| Participant deferral / active EE | $897 | $4,415-79.7% | $5,053-82.3% | $4,346-79.4% |
| Admin fee / account holder | $161 | $2,001-91.9% | $9,451-98.3% | $1,942-91.7% |