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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,460 |
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 | $20,743 | $36,767-43.6% | $81,478-74.5% | $62,292-66.7% |
| Participation rate | 53.1% | 54.4%-1.4pp | 68.0%-14.9pp | 69.5%-16.4pp |
| Annual return | 20.57% | 173.80%-153.2pp | 38.78%-18.2pp | 28.90%-8.3pp |
| Employer contribution / active EE | $259 | $1,128-77.0% | $2,568-89.9% | $2,042-87.3% |
| Participant deferral / active EE | $1,420 | $2,111-32.7% | $3,537-59.9% | $3,169-55.2% |
| Admin fee / account holder | $4 | $797-99.5% | $4,561-99.9% | $479-99.1% |