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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,026 |
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 | $57,590 | $57,651-0.1% | $112,229-48.7% | $71,457-19.4% |
| Participation rate | 47.7% | 58.9%-11.3pp | 72.4%-24.8pp | 67.9%-20.3pp |
| Annual return | 17.90% | 18.32%-0.4pp | 30.20%-12.3pp | 28.85%-10.9pp |
| Employer contribution / active EE | $1,377 | $1,913-28.1% | $3,430-59.9% | $2,588-46.8% |
| Participant deferral / active EE | $1,828 | $2,863-36.2% | $4,798-61.9% | $4,289-57.4% |
| Admin fee / account holder | $68 | $1,581-95.7% | $7,748-99.1% | $1,587-95.7% |