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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $27,922 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $38,244 | $163,264-76.6% | $155,509-75.4% | - |
| Participation rate | 57.0% | 62.7%-5.7pp | 78.2%-21.2pp | - |
| Annual return | 7.92% | 19.38%-11.5pp | 64.67%-56.7pp | - |
| Employer contribution / active EE | $1,599 | $2,490-35.8% | $4,672-65.8% | - |
| Participant deferral / active EE | $1,632 | $2,914-44.0% | $5,626-71.0% | - |
| Admin fee / account holder | $157 | $96,217-99.8% | $15,912-99.0% | - |