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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $21,469 |
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 | $35,021 | $46,292-24.3% | $143,757-75.6% | $64,808-46.0% |
| Participation rate | 63.3% | 64.2%-1.0pp | 80.3%-17.0pp | 71.5%-8.2pp |
| Annual return | -13.41% | -10.05%-3.4pp | -0.04%-13.4pp | 32.82%-46.2pp |
| Employer contribution / active EE | $1,620 | $1,910-15.2% | $4,951-67.3% | $2,506-35.3% |
| Participant deferral / active EE | $1,275 | $2,646-51.8% | $5,637-77.4% | $4,310-70.4% |
| Admin fee / account holder | $84 | $154-45.7% | $14,673-99.4% | $188-55.5% |