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 |
|---|---|---|
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $33,526 |
ASCENSUS LLC6+ years Filed as: ASCENSUS Service code 16 · EIN 82-3719843 | Consulting | $5,636 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,023 | $56,095-78.6% | $178,490-93.3% | $90,288-86.7% |
| Participation rate | 57.3% | 65.6%-8.2pp | 81.9%-24.6pp | 73.4%-16.0pp |
| Annual return | 14.36% | 28.81%-14.4pp | 151.07%-136.7pp | 53.97%-39.6pp |
| Employer contribution / active EE | $645 | $1,572-59.0% | $5,011-87.1% | $2,524-74.4% |
| Participant deferral / active EE | $1,179 | $2,669-55.8% | $5,202-77.3% | $4,232-72.1% |
| Admin fee / account holder | $42 | $101-58.5% | $13,984-99.7% | $114-63.4% |