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 LLC3 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $37,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $77,507 | $79,124-2.0% | $60,874+27.3% | $64,808+19.6% |
| Participation rate | 51.8% | 77.7%-25.9pp | 73.1%-21.3pp | 71.5%-19.6pp |
| Annual return | -19.84% | -7.13%-12.7pp | 16.90%-36.7pp | 32.82%-52.7pp |
| Employer contribution / active EE | $0 | $3,050-100.0% | $2,701-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $4,116 | $3,725+10.5% | $3,817+7.8% | $4,310-4.5% |
| Admin fee / account holder | $198 | $106+87.7% | $3,224-93.8% | $188+5.6% |