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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,100 |
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 | $20,344 | $55,453-63.3% | $170,442-88.1% | $62,292-67.3% |
| Participation rate | 68.7% | 66.4%+2.3pp | 83.6%-14.9pp | 69.5%-0.8pp |
| Annual return | 20.54% | 21.38%-0.8pp | 205.93%-185.4pp | 28.90%-8.4pp |
| Employer contribution / active EE | $729 | $2,164-66.3% | $5,433-86.6% | $2,042-64.3% |
| Participant deferral / active EE | $1,197 | $2,303-48.0% | $4,939-75.8% | $3,169-62.2% |
| Admin fee / account holder | $17 | $455-96.3% | $13,880-99.9% | $479-96.5% |