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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,817 |
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 | $48,879 | $49,915-2.1% | $154,803-68.4% | $74,304-34.2% |
| Participation rate | 56.5% | 54.0%+2.5pp | 78.1%-21.6pp | 60.3%-3.9pp |
| Annual return | 13.65% | 34.06%-20.4pp | 58.88%-45.2pp | 29.43%-15.8pp |
| Employer contribution / active EE | $1,410 | $1,611-12.5% | $4,305-67.3% | $2,241-37.1% |
| Participant deferral / active EE | $1,446 | $2,255-35.8% | $5,540-73.9% | $3,767-61.6% |
| Admin fee / account holder | $74 | $2,189-96.6% | $14,329-99.5% | $2,969-97.5% |