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 | $62,322 |
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 | $25,332 | $46,292-45.3% | $143,757-82.4% | $64,808-60.9% |
| Participation rate | 43.6% | 64.2%-20.6pp | 80.3%-36.7pp | 71.5%-27.9pp |
| Annual return | -20.83% | -10.05%-10.8pp | -0.04%-20.8pp | 32.82%-53.6pp |
| Employer contribution / active EE | $874 | $1,910-54.2% | $4,951-82.3% | $2,506-65.1% |
| Participant deferral / active EE | $1,185 | $2,646-55.2% | $5,637-79.0% | $4,310-72.5% |
| Admin fee / account holder | $120 | $154-22.1% | $14,673-99.2% | $188-36.2% |