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 7-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 | $1,695 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $882 | $51,197-98.3% | $82,719-98.9% | $66,914-98.7% |
| Participation rate | 53.2% | 67.8%-14.6pp | 72.6%-19.3pp | 69.8%-16.6pp |
| Annual return | -11.42% | -9.64%-1.8pp | 701.18%-712.6pp | 1.58%-13.0pp |
| Employer contribution / active EE | $0 | $2,611-100.0% | $3,009-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $503 | $3,458-85.5% | $4,395-88.6% | $4,237-88.1% |
| Admin fee / account holder | $9 | $416-97.7% | $5,329-99.8% | $593-98.4% |