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 LLC1+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,474 |
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 | $8,625 | $37,393-76.9% | $77,024-88.8% | $66,914-87.1% |
| Participation rate | 62.3% | 52.9%+9.4pp | 67.9%-5.6pp | 69.8%-7.5pp |
| Annual return | 0.00% | -3.29%+3.3pp | 42.32%-42.3pp | 1.58%-1.6pp |
| Employer contribution / active EE | $850 | $1,531-44.5% | $2,812-69.8% | $2,544-66.6% |
| Participant deferral / active EE | $148 | $2,617-94.3% | $4,426-96.7% | $4,237-96.5% |
| Admin fee / account holder | $36 | $567-93.6% | $5,425-99.3% | $593-93.9% |