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 | $180 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $17,312 | $39,245-55.9% | $64,105-73.0% | $52,331-66.9% |
| Participation rate | 18.8% | 58.2%-39.4pp | 68.2%-49.4pp | 68.1%-49.3pp |
| Annual return | -1.64% | 14.79%-16.4pp | 791.24%-792.9pp | 4.54%-6.2pp |
| Employer contribution / active EE | $393 | $736-46.6% | $1,820-78.4% | $1,882-79.1% |
| Participant deferral / active EE | $459 | $1,992-77.0% | $2,822-83.7% | $3,022-84.8% |
| Admin fee / account holder | $5 | $592-99.2% | $4,499-99.9% | $592-99.2% |