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 INC Service code 13 | Contract Administrator | $3,205 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $1,041 |
ASCENSUS LLC1 year Filed as: ASCENSUS INC. Service code 13 1102 CHESTNUT HILLS PARKWAY · FORT WAYNE, IN 46814 | Contract Administrator | $0 |
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 | $45,256 | $50,637-10.6% | $86,590-47.7% | $62,292-27.3% |
| Participation rate | 49.6% | 67.9%-18.3pp | 73.5%-23.9pp | 69.5%-19.9pp |
| Annual return | 13.17% | 20.80%-7.6pp | 964.84%-951.7pp | 28.90%-15.7pp |
| Employer contribution / active EE | $555 | $2,075-73.2% | $2,839-80.4% | $2,042-72.8% |
| Participant deferral / active EE | $1,561 | $2,611-40.2% | $3,609-56.7% | $3,169-50.7% |
| Admin fee / account holder | $13 | $413-96.9% | $4,906-99.7% | $479-97.3% |