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: ASCENSUS CONSULTING Service code 15 · EIN 11-3665754 | Recordkeeping | $880 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $7,413 | $70,983-89.6% | $78,778-90.6% | - |
| Participation rate | 43.4% | 57.2%-13.8pp | 69.2%-25.8pp | - |
| Annual return | 17.88% | 9.28%+8.6pp | 35.62%-17.7pp | - |
| Employer contribution / active EE | $0 | $665-100.0% | $1,986-100.0% | - |
| Participant deferral / active EE | $1,187 | $2,053-42.2% | $2,958-59.9% | - |
| Admin fee / account holder | $12 | $4,432-99.7% | $5,134-99.8% | - |