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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $67,878 |
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 | $37,335 | $50,815-26.5% | $155,509-76.0% | $77,643-51.9% |
| Participation rate | 53.7% | 63.1%-9.5pp | 78.2%-24.5pp | 70.6%-16.9pp |
| Annual return | 14.07% | 34.80%-20.7pp | 64.67%-50.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $1,457 | $1,993-26.9% | $4,672-68.8% | $2,726-46.5% |
| Participant deferral / active EE | $2,026 | $2,822-28.2% | $5,626-64.0% | $4,647-56.4% |
| Admin fee / account holder | $135 | $437-69.2% | $15,912-99.2% | $430-68.7% |