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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,001 |
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 | $25,127 | $43,133-41.7% | $89,391-71.9% | $73,488-65.8% |
| Participation rate | 60.4% | 55.0%+5.4pp | 68.0%-7.6pp | 70.7%-10.3pp |
| Annual return | 20.49% | 135.66%-115.2pp | 245.62%-225.1pp | 28.51%-8.0pp |
| Employer contribution / active EE | $334 | $1,438-76.8% | $2,586-87.1% | $2,270-85.3% |
| Participant deferral / active EE | $1,747 | $2,445-28.5% | $3,890-55.1% | $3,740-53.3% |
| Admin fee / account holder | $14 | $444-96.9% | $4,881-99.7% | $513-97.3% |