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 | $60 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $37,889 | $86,332-56.1% | $125,175-69.7% | $65,185-41.9% |
| Participation rate | 69.2% | 75.3%-6.1pp | 79.8%-10.6pp | 70.2%-1.0pp |
| Annual return | 25.11% | 27.43%-2.3pp | 43.79%-18.7pp | 29.38%-4.3pp |
| Employer contribution / active EE | $892 | $2,040-56.3% | $3,865-76.9% | $2,177-59.0% |
| Participant deferral / active EE | $1,577 | $3,537-55.4% | $4,937-68.1% | $3,514-55.1% |
| Admin fee / account holder | $14 | $609-97.7% | $9,702-99.9% | $847-98.4% |