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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,390 |
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 | $70,981 | $55,790+27.2% | $76,817-7.6% | $67,579+5.0% |
| Participation rate | 45.1% | 71.1%-26.0pp | 72.1%-27.0pp | 71.3%-26.2pp |
| Annual return | 22.24% | 64.45%-42.2pp | 1166.11%-1143.9pp | 378.56%-356.3pp |
| Employer contribution / active EE | $679 | $1,810-62.5% | $2,302-70.5% | $2,148-68.4% |
| Participant deferral / active EE | $1,912 | $2,875-33.5% | $3,336-42.7% | $3,539-46.0% |
| Admin fee / account holder | $13 | $159-91.9% | $6,420-99.8% | $142-91.0% |