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 | $527 |
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 | $47,078 | $62,603-24.8% | $104,294-54.9% | $66,914-29.6% |
| Participation rate | 62.6% | 59.6%+3.0pp | 73.3%-10.7pp | 69.8%-7.2pp |
| Annual return | -16.84% | -14.70%-2.1pp | 24.61%-41.4pp | 1.58%-18.4pp |
| Employer contribution / active EE | $1,671 | $1,972-15.3% | $3,372-50.4% | $2,544-34.3% |
| Participant deferral / active EE | $2,396 | $2,853-16.0% | $4,625-48.2% | $4,237-43.4% |
| Admin fee / account holder | $3 | $656-99.5% | $7,339-100.0% | $593-99.4% |