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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $31,181 | $44,229-29.5% | $155,790-80.0% | $55,191-43.5% |
| Participation rate | 59.4% | 60.8%-1.4pp | 76.1%-16.7pp | 69.2%-9.8pp |
| Annual return | 0.39% | 0.37%0pp | 71.54%-71.2pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,317-100.0% | $3,836-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,065 | $2,851-27.6% | $4,797-57.0% | $3,046-32.2% |
| Admin fee / account holder | $14 | $86-83.7% | $7,478-99.8% | $91-84.5% |