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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,300 |
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 | $25,162 | $63,442-60.3% | $68,791-63.4% | $66,914-62.4% |
| Participation rate | 50.5% | 60.0%-9.5pp | 69.0%-18.6pp | 69.8%-19.3pp |
| Annual return | -12.09% | -8.29%-3.8pp | -6.38%-5.7pp | 1.58%-13.7pp |
| Employer contribution / active EE | $1,020 | $1,775-42.5% | $2,655-61.6% | $2,544-59.9% |
| Participant deferral / active EE | $1,447 | $2,945-50.9% | $3,941-63.3% | $4,237-65.8% |
| Admin fee / account holder | $126 | $577-78.2% | $4,932-97.5% | $593-78.8% |