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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $10,553 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,520 | $96,018-70.3% | $65,493-56.5% | $85,563-66.7% |
| Participation rate | 49.0% | 74.8%-25.8pp | 73.1%-24.0pp | 66.0%-16.9pp |
| Annual return | 17.87% | 14.51%+3.4pp | 982.45%-964.6pp | 31.51%-13.6pp |
| Employer contribution / active EE | $1,817 | $3,235-43.8% | $2,574-29.4% | $2,654-31.5% |
| Participant deferral / active EE | $2,349 | $4,055-42.1% | $3,961-40.7% | $4,375-46.3% |
| Admin fee / account holder | $33 | $271-87.9% | $5,028-99.3% | $834-96.1% |