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 3-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+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,236 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,814 | $72,607-78.2% | $90,749-82.6% | $66,914-76.4% |
| Participation rate | 90.7% | 73.7%+17.0pp | 75.7%+15.0pp | 69.8%+20.9pp |
| Annual return | -17.85% | -12.28%-5.6pp | -12.16%-5.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $930 | $2,369-60.7% | $2,921-68.2% | $2,544-63.4% |
| Participant deferral / active EE | $2,574 | $3,977-35.3% | $4,564-43.6% | $4,237-39.3% |
| Admin fee / account holder | $84 | $707-88.1% | $8,445-99.0% | $593-85.8% |