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 Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $13,523 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $34,522 | $47,977-28.0% | $154,107-77.6% | $56,287-38.7% |
| Participation rate | 60.8% | 66.2%-5.3pp | 83.0%-22.2pp | 69.9%-9.0pp |
| Annual return | 247.07% | 3.54%+243.5pp | 735.12%-488.0pp | -9.96%+257.0pp |
| Employer contribution / active EE | $557 | $2,169-74.3% | $5,298-89.5% | $2,111-73.6% |
| Participant deferral / active EE | $2,608 | $2,392+9.1% | $5,081-48.7% | $3,350-22.1% |
| Admin fee / account holder | $42 | $438-90.5% | $13,411-99.7% | $521-92.0% |