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 | $5,109 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,608 | $37,393+32.7% | $77,024-35.6% | $66,914-25.9% |
| Participation rate | 21.7% | 52.9%-31.1pp | 67.9%-46.2pp | 69.8%-48.1pp |
| Annual return | -16.16% | -3.29%-12.9pp | 42.32%-58.5pp | 1.58%-17.7pp |
| Employer contribution / active EE | $646 | $1,531-57.8% | $2,812-77.0% | $2,544-74.6% |
| Participant deferral / active EE | $1,161 | $2,617-55.6% | $4,426-73.8% | $4,237-72.6% |
| Admin fee / account holder | $116 | $567-79.5% | $5,425-97.9% | $593-80.4% |