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 | $15,694 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,651 | $37,044-36.2% | $71,796-67.1% | $57,658-59.0% |
| Participation rate | 41.4% | 61.1%-19.7pp | 69.1%-27.7pp | 70.2%-28.8pp |
| Annual return | 7.69% | 12.64%-5.0pp | 78.04%-70.4pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $743 | $1,974-62.4% | $2,794-73.4% | $3,061-75.7% |
| Admin fee / account holder | $128 | $101+26.4% | $4,815-97.4% | $95+34.9% |