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 LLC1 year Filed as: ASSET ADVISORS OF AMERICA LLC Service code 99 · EIN 20-1302365 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $20,258 | $54,237-62.6% | $90,281-77.6% | $67,579-70.0% |
| Participation rate | 15.4% | 68.6%-53.3pp | 73.3%-57.9pp | 71.3%-55.9pp |
| Annual return | 27.59% | 37.27%-9.7pp | 78.10%-50.5pp | 378.56%-351.0pp |
| Employer contribution / active EE | $0 | $1,846-100.0% | $2,854-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $576 | $2,625-78.0% | $3,885-85.2% | $3,539-83.7% |
| Admin fee / account holder | $34 | $123-72.4% | $5,351-99.4% | $142-76.1% |