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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $55,879 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $15,696 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS Service code 13 · EIN 26-2091417 | Contract Administrator | $5,130 |
ASCENSUS LLC5 years Filed as: DWC ERISA CONSULTANTS, LLC Service code 13 | Contract Administrator | $3,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,033 | $61,058-44.3% | $71,209-52.2% | $85,563-60.2% |
| Participation rate | 38.8% | 58.6%-19.8pp | 73.8%-35.0pp | 66.0%-27.2pp |
| Annual return | 12.26% | 100.41%-88.1pp | 282.51%-270.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $1,010 | $2,199-54.1% | $2,721-62.9% | $2,654-62.0% |
| Participant deferral / active EE | $1,666 | $3,173-47.5% | $4,175-60.1% | $4,375-61.9% |
| Admin fee / account holder | $319 | $855-62.7% | $5,349-94.0% | $834-61.8% |