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 Service code 15 · EIN 11-3665754 | Recordkeeping | $19,706 |
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 | $59,465 | $66,310-10.3% | $93,606-36.5% | $65,185-8.8% |
| Participation rate | 65.7% | 74.0%-8.3pp | 75.8%-10.1pp | 70.2%-4.5pp |
| Annual return | 24.04% | 42.58%-18.5pp | 32.76%-8.7pp | 29.38%-5.3pp |
| Employer contribution / active EE | $1,580 | $2,012-21.5% | $2,718-41.9% | $2,177-27.4% |
| Participant deferral / active EE | $2,112 | $3,342-36.8% | $4,069-48.1% | $3,514-39.9% |
| Admin fee / account holder | $100 | $6,897-98.6% | $7,888-98.7% | $847-88.3% |