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+ years Filed as: ACENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $150 |
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 | $36,766 | $56,629-35.1% | $77,999-52.9% | $55,167-33.4% |
| Participation rate | 69.2% | 73.3%-4.1pp | 75.5%-6.3pp | 69.0%+0.2pp |
| Annual return | 7.19% | 2866.98%-2859.8pp | 425.96%-418.8pp | 169.23%-162.0pp |
| Employer contribution / active EE | $0 | $1,723-100.0% | $2,470-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,153 | $2,777-22.5% | $3,497-38.4% | $3,054-29.5% |
| Admin fee / account holder | $1 | $467-99.8% | $5,480-100.0% | $504-99.8% |