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 Service code 15 · EIN 11-3665754 | Recordkeeping | $55,836 |
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 | $30,869 | $47,126-34.5% | $149,673-79.4% | $74,419-58.5% |
| Participation rate | 49.3% | 63.4%-14.1pp | 78.8%-29.5pp | 70.7%-21.5pp |
| Annual return | 19.24% | 22.75%-3.5pp | 134.42%-115.2pp | 34.38%-15.1pp |
| Employer contribution / active EE | $1,216 | $1,905-36.2% | $4,818-74.8% | $2,637-53.9% |
| Participant deferral / active EE | $1,714 | $2,728-37.2% | $5,680-69.8% | $4,528-62.1% |
| Admin fee / account holder | $112 | $343-67.4% | $13,210-99.2% | $348-67.9% |