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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $812 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,234 | $81,474-46.9% | $133,956-67.7% | $73,488-41.2% |
| Participation rate | 67.3% | 76.4%-9.0pp | 79.8%-12.5pp | 70.7%-3.3pp |
| Annual return | 15.04% | 19.40%-4.4pp | 45.09%-30.0pp | 28.51%-13.5pp |
| Employer contribution / active EE | $912 | $2,209-58.7% | $3,919-76.7% | $2,270-59.8% |
| Participant deferral / active EE | $1,604 | $3,786-57.6% | $5,048-68.2% | $3,740-57.1% |
| Admin fee / account holder | $8 | $713-98.9% | $8,927-99.9% | $513-98.5% |