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 | $1,395 |
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 | $64,583 | $39,245+64.6% | $64,105+0.7% | $52,331+23.4% |
| Participation rate | 39.2% | 58.2%-19.0pp | 68.2%-28.9pp | 68.1%-28.9pp |
| Annual return | 0.38% | 14.79%-14.4pp | 791.24%-790.9pp | 4.54%-4.2pp |
| Employer contribution / active EE | $0 | $736-100.0% | $1,820-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,628 | $1,992+31.9% | $2,822-6.9% | $3,022-13.1% |
| Admin fee / account holder | $10 | $592-98.3% | $4,499-99.8% | $592-98.3% |