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 5-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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $845 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,292 | $50,815-52.2% | $155,509-84.4% | $77,643-68.7% |
| Participation rate | 23.5% | 63.1%-39.6pp | 78.2%-54.7pp | 70.6%-47.1pp |
| Annual return | 27.35% | 34.80%-7.5pp | 64.67%-37.3pp | 31.24%-3.9pp |
| Employer contribution / active EE | $451 | $1,993-77.4% | $4,672-90.3% | $2,726-83.4% |
| Participant deferral / active EE | $719 | $2,822-74.5% | $5,626-87.2% | $4,647-84.5% |
| Admin fee / account holder | $7 | $437-98.4% | $15,912-100.0% | $430-98.4% |