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 INC Service code 13 | Contract Administrator | $3,388 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $619 |
ASCENSUS LLC2 years 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 | $41,430 | $44,873-7.7% | $79,464-47.9% | $56,287-26.4% |
| Participation rate | 51.4% | 68.7%-17.3pp | 73.3%-21.9pp | 69.9%-18.4pp |
| Annual return | -6.74% | 0.81%-7.5pp | 718.14%-724.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $528 | $2,140-75.3% | $2,800-81.1% | $2,111-75.0% |
| Participant deferral / active EE | $1,460 | $2,746-46.8% | $3,704-60.6% | $3,350-56.4% |
| Admin fee / account holder | $8 | $418-98.2% | $5,113-99.8% | $521-98.5% |