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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $675 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,439 | $48,265+21.1% | $68,791-15.0% | $68,494-14.7% |
| Participation rate | 45.3% | 60.7%-15.3pp | 69.0%-23.7pp | 67.9%-22.5pp |
| Annual return | -13.70% | -12.71%-1.0pp | -6.38%-7.3pp | -7.84%-5.9pp |
| Employer contribution / active EE | $0 | $1,829-100.0% | $2,655-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,269 | $2,867-55.7% | $3,941-67.8% | $4,027-68.5% |
| Admin fee / account holder | $10 | $4,355-99.8% | $4,932-99.8% | $5,403-99.8% |