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 | $2,400 |
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 | $30,052 | $42,772-29.7% | $87,507-65.7% | $55,167-45.5% |
| Participation rate | 69.9% | 66.5%+3.5pp | 73.8%-3.9pp | 69.0%+1.0pp |
| Annual return | 10.96% | 21.20%-10.2pp | 12.21%-1.3pp | 169.23%-158.3pp |
| Employer contribution / active EE | $2,349 | $1,277+83.9% | $2,550-7.9% | $1,963+19.7% |
| Participant deferral / active EE | $3,629 | $2,342+54.9% | $3,149+15.2% | $3,054+18.8% |
| Admin fee / account holder | $13 | $461-97.1% | $4,221-99.7% | $504-97.4% |