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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $255 |
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 | $86,883 | $45,863+89.4% | $77,024+12.8% | $68,494+26.8% |
| Participation rate | 18.3% | 55.9%-37.6pp | 67.9%-49.6pp | 67.9%-49.6pp |
| Annual return | -14.92% | 1.72%-16.6pp | 42.32%-57.2pp | -7.84%-7.1pp |
| Employer contribution / active EE | $527 | $1,650-68.1% | $2,812-81.3% | $2,596-79.7% |
| Participant deferral / active EE | $1,354 | $2,962-54.3% | $4,426-69.4% | $4,027-66.4% |
| Admin fee / account holder | $13 | $3,041-99.6% | $5,425-99.8% | $5,403-99.8% |