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 Service code 15 · EIN 11-3665754 | Recordkeeping | $4,857 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,999 | $58,644-43.7% | $177,989-81.5% | $199,593-83.5% |
| Participation rate | 33.4% | 65.5%-32.1pp | 77.1%-43.7pp | 72.0%-38.6pp |
| Annual return | 24.20% | 19.25%+5.0pp | 294.48%-270.3pp | 34.25%-10.0pp |
| Employer contribution / active EE | $838 | $1,801-53.5% | $3,949-78.8% | $3,034-72.4% |
| Participant deferral / active EE | $1,536 | $4,248-63.8% | $6,276-75.5% | $5,087-69.8% |
| Admin fee / account holder | $213 | $145+46.4% | $10,363-97.9% | $269-20.8% |