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 | $490 |
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 | $26,486 | $55,453-52.2% | $170,442-84.5% | $62,292-57.5% |
| Participation rate | 33.8% | 66.4%-32.5pp | 83.6%-49.8pp | 69.5%-35.7pp |
| Annual return | 16.13% | 21.38%-5.2pp | 205.93%-189.8pp | 28.90%-12.8pp |
| Employer contribution / active EE | $369 | $2,164-82.9% | $5,433-93.2% | $2,042-81.9% |
| Participant deferral / active EE | $826 | $2,303-64.1% | $4,939-83.3% | $3,169-73.9% |
| Admin fee / account holder | $10 | $455-97.7% | $13,880-99.9% | $479-97.8% |