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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,505 |
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 | $16,924 | $31,109-45.6% | $67,711-75.0% | $52,331-67.7% |
| Participation rate | 49.2% | 54.0%-4.8pp | 67.5%-18.4pp | 68.1%-19.0pp |
| Annual return | -1.22% | 23.70%-24.9pp | 25.41%-26.6pp | 4.54%-5.8pp |
| Employer contribution / active EE | $235 | $1,076-78.1% | $2,559-90.8% | $1,882-87.5% |
| Participant deferral / active EE | $1,264 | $1,970-35.8% | $3,585-64.7% | $3,022-58.2% |
| Admin fee / account holder | $0 | $466-100.0% | $4,255-100.0% | $592-100.0% |