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 | $4,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $30,033 | $63,299-52.6% | $91,001-67.0% | $62,292-51.8% |
| Participation rate | 66.1% | 73.3%-7.2pp | 75.6%-9.5pp | 69.5%-3.4pp |
| Annual return | 17.20% | 20.99%-3.8pp | 4.60%+12.6pp | 28.90%-11.7pp |
| Employer contribution / active EE | $249 | $1,807-86.2% | $2,456-89.9% | $2,042-87.8% |
| Participant deferral / active EE | $1,859 | $2,943-36.8% | $3,547-47.6% | $3,169-41.3% |
| Admin fee / account holder | $49 | $468-89.4% | $5,417-99.1% | $479-89.7% |