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 Service code 15 · EIN 11-3665754 | Recordkeeping | $5,015 |
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 | $42,193 | $49,138-14.1% | $84,015-49.8% | $65,185-35.3% |
| Participation rate | 39.7% | 60.7%-21.1pp | 69.0%-29.3pp | 70.2%-30.5pp |
| Annual return | 26.73% | 23.00%+3.7pp | 71.31%-44.6pp | 29.38%-2.7pp |
| Employer contribution / active EE | $989 | $914+8.3% | $1,983-50.1% | $2,177-54.5% |
| Participant deferral / active EE | $1,973 | $2,397-17.7% | $3,239-39.1% | $3,514-43.8% |
| Admin fee / account holder | $107 | $543-80.2% | $6,101-98.2% | $847-87.3% |