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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,968 |
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 | $8,744 | $71,883-87.8% | $86,677-89.9% | $68,494-87.2% |
| Participation rate | 26.3% | 72.2%-45.9pp | 76.6%-50.3pp | 67.9%-41.6pp |
| Annual return | -15.67% | 3.52%-19.2pp | 35.91%-51.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $619 | $2,173-71.5% | $2,836-78.2% | $2,596-76.2% |
| Participant deferral / active EE | $1,450 | $3,779-61.6% | $4,656-68.9% | $4,027-64.0% |
| Admin fee / account holder | $208 | $6,112-96.6% | $7,493-97.2% | $5,403-96.2% |