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 LLC2+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,121 |
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,745 | $41,078-37.3% | $80,569-68.0% | $71,457-64.0% |
| Participation rate | 44.9% | 50.2%-5.3pp | 67.0%-22.1pp | 67.9%-23.0pp |
| Annual return | 276.91% | 38.45%+238.5pp | 935.43%-658.5pp | 28.85%+248.1pp |
| Employer contribution / active EE | $1,157 | $1,506-23.2% | $2,723-57.5% | $2,588-55.3% |
| Participant deferral / active EE | $233 | $2,699-91.4% | $4,447-94.8% | $4,289-94.6% |
| Admin fee / account holder | $227 | $1,840-87.6% | $5,377-95.8% | $1,587-85.7% |