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 LLC6 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $23,418 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,881 | $91,407-68.4% | $135,903-78.7% | $71,457-59.6% |
| Participation rate | 25.8% | 75.7%-49.8pp | 81.9%-56.1pp | 67.9%-42.1pp |
| Annual return | 13.80% | 29.90%-16.1pp | 68.23%-54.4pp | 28.85%-15.0pp |
| Employer contribution / active EE | $0 | $3,703-100.0% | $4,856-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,025 | $7,092-85.5% | $7,758-86.8% | $4,289-76.1% |
| Admin fee / account holder | $239 | $1,266-81.1% | $10,762-97.8% | $1,587-84.9% |