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 8-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,575 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,232 | $59,159-37.1% | $159,960-76.7% | $66,914-44.4% |
| Participation rate | 24.6% | 68.1%-43.5pp | 78.0%-53.4pp | 69.8%-45.2pp |
| Annual return | -21.46% | -12.26%-9.2pp | 408.60%-430.1pp | 1.58%-23.0pp |
| Employer contribution / active EE | $716 | $1,983-63.9% | $4,226-83.1% | $2,544-71.9% |
| Participant deferral / active EE | $1,579 | $4,395-64.1% | $6,182-74.5% | $4,237-62.7% |
| Admin fee / account holder | $41 | $591-93.0% | $8,698-99.5% | $593-93.0% |