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 9-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 | $431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,129 | $65,376-73.8% | $87,100-80.3% | $65,185-73.7% |
| Participation rate | 38.7% | 75.3%-36.6pp | 76.9%-38.1pp | 70.2%-31.5pp |
| Annual return | 33.79% | 31.27%+2.5pp | 28.19%+5.6pp | 29.38%+4.4pp |
| Employer contribution / active EE | $751 | $1,822-58.8% | $2,521-70.2% | $2,177-65.5% |
| Participant deferral / active EE | $2,011 | $3,388-40.7% | $4,049-50.3% | $3,514-42.8% |
| Admin fee / account holder | $7 | $520-98.6% | $7,497-99.9% | $847-99.2% |