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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,725 | $75,183-39.2% | $123,892-63.1% | $55,167-17.1% |
| Participation rate | 67.9% | 72.8%-5.0pp | 81.4%-13.6pp | 69.0%-1.1pp |
| Annual return | 6.90% | 19.01%-12.1pp | 47.52%-40.6pp | 169.23%-162.3pp |
| Employer contribution / active EE | $2,714 | $2,823-3.9% | $4,617-41.2% | $1,963+38.3% |
| Participant deferral / active EE | $5,165 | $5,084+1.6% | $5,984-13.7% | $3,054+69.1% |
| Admin fee / account holder | $10 | $663-98.6% | $8,357-99.9% | $504-98.1% |