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 | $2,703 |
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 | $51,337 | $63,299-18.9% | $91,001-43.6% | $62,292-17.6% |
| Participation rate | 69.0% | 73.3%-4.3pp | 75.6%-6.6pp | 69.5%-0.5pp |
| Annual return | 25.65% | 20.99%+4.7pp | 4.60%+21.0pp | 28.90%-3.3pp |
| Employer contribution / active EE | $807 | $1,807-55.3% | $2,456-67.1% | $2,042-60.5% |
| Participant deferral / active EE | $2,271 | $2,943-22.8% | $3,547-36.0% | $3,169-28.3% |
| Admin fee / account holder | $26 | $468-94.5% | $5,417-99.5% | $479-94.6% |