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 4-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 | $4,197 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,323 | $50,815-75.7% | $155,509-92.1% | $77,643-84.1% |
| Participation rate | 32.1% | 63.1%-31.0pp | 78.2%-46.1pp | 70.6%-38.5pp |
| Annual return | 17.76% | 34.80%-17.0pp | 64.67%-46.9pp | 31.24%-13.5pp |
| Employer contribution / active EE | $593 | $1,993-70.2% | $4,672-87.3% | $2,726-78.2% |
| Participant deferral / active EE | $1,252 | $2,822-55.6% | $5,626-77.7% | $4,647-73.1% |
| Admin fee / account holder | $11 | $437-97.4% | $15,912-99.9% | $430-97.4% |