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 | $1,477 |
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 | $29,150 | $30,086-3.1% | $61,373-52.5% | $64,808-55.0% |
| Participation rate | 10.7% | 36.4%-25.7pp | 52.6%-41.9pp | 71.5%-60.8pp |
| Annual return | -15.70% | -13.99%-1.7pp | 338.61%-354.3pp | 32.82%-48.5pp |
| Employer contribution / active EE | $251 | $536-53.1% | $1,159-78.3% | $2,506-90.0% |
| Participant deferral / active EE | $456 | $1,126-59.5% | $2,125-78.5% | $4,310-89.4% |
| Admin fee / account holder | $22 | $148-84.9% | $2,130-98.9% | $188-88.1% |