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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $810 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,101 | $36,767-69.8% | $81,478-86.4% | $62,292-82.2% |
| Participation rate | 54.0% | 54.4%-0.5pp | 68.0%-14.0pp | 69.5%-15.6pp |
| Annual return | 21.60% | 173.80%-152.2pp | 38.78%-17.2pp | 28.90%-7.3pp |
| Employer contribution / active EE | $640 | $1,128-43.3% | $2,568-75.1% | $2,042-68.7% |
| Participant deferral / active EE | $939 | $2,111-55.5% | $3,537-73.5% | $3,169-70.4% |
| Admin fee / account holder | $10 | $797-98.8% | $4,561-99.8% | $479-98.0% |