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 | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,000 | $58,320+21.7% | $86,436-17.9% | $66,914+6.1% |
| Participation rate | 33.8% | 78.6%-44.8pp | 80.3%-46.5pp | 69.8%-36.0pp |
| Annual return | -14.26% | -9.71%-4.6pp | 4394.89%-4409.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $0 | $2,615-100.0% | $3,769-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $1,025 | $6,899-85.1% | $6,952-85.3% | $4,237-75.8% |
| Admin fee / account holder | $0 | $546-100.0% | $6,731-100.0% | $593-100.0% |