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 HOLDINGS INC DBA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $3,711 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLIAGE, CO 80111 | Recordkeeping Fees | $912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $37,527 | $66,124-43.2% | $90,404-58.5% | $73,488-48.9% |
| Participation rate | 58.4% | 69.7%-11.2pp | 72.7%-14.2pp | 70.7%-12.2pp |
| Annual return | 9.38% | 17.65%-8.3pp | 1293.02%-1283.6pp | 28.51%-19.1pp |
| Employer contribution / active EE | $630 | $2,346-73.1% | $3,262-80.7% | $2,270-72.2% |
| Participant deferral / active EE | $1,783 | $3,039-41.3% | $3,963-55.0% | $3,740-52.3% |
| Admin fee / account holder | $23 | $396-94.1% | $5,611-99.6% | $513-95.4% |