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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,260 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $18,932 | $46,732-59.5% | $156,549-87.9% | $55,167-65.7% |
| Participation rate | 56.0% | 65.8%-9.8pp | 84.0%-28.0pp | 69.0%-13.0pp |
| Annual return | 11.61% | 17.72%-6.1pp | 32.23%-20.6pp | 169.23%-157.6pp |
| Employer contribution / active EE | $633 | $2,105-69.9% | $5,501-88.5% | $1,963-67.7% |
| Participant deferral / active EE | $1,070 | $2,204-51.5% | $4,871-78.0% | $3,054-65.0% |
| Admin fee / account holder | $12 | $418-97.2% | $13,027-99.9% | $504-97.6% |