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 | $13,267 |
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 | $28,305 | $51,197-44.7% | $82,719-65.8% | $66,914-57.7% |
| Participation rate | 30.8% | 67.8%-37.0pp | 72.6%-41.8pp | 69.8%-39.0pp |
| Annual return | -17.10% | -9.64%-7.5pp | 701.18%-718.3pp | 1.58%-18.7pp |
| Employer contribution / active EE | $560 | $2,611-78.6% | $3,009-81.4% | $2,544-78.0% |
| Participant deferral / active EE | $1,773 | $3,458-48.7% | $4,395-59.7% | $4,237-58.2% |
| Admin fee / account holder | $158 | $416-62.0% | $5,329-97.0% | $593-73.4% |