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 | $7,708 |
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 | $62,442 | $52,953+17.9% | $172,739-63.9% | $65,185-4.2% |
| Participation rate | 49.6% | 66.2%-16.6pp | 82.6%-33.0pp | 70.2%-20.6pp |
| Annual return | 21.19% | 30.12%-8.9pp | 802.84%-781.7pp | 29.38%-8.2pp |
| Employer contribution / active EE | $1,071 | $2,190-51.1% | $5,143-79.2% | $2,177-50.8% |
| Participant deferral / active EE | $1,422 | $2,471-42.5% | $5,198-72.6% | $3,514-59.5% |
| Admin fee / account holder | $103 | $472-78.2% | $13,954-99.3% | $847-87.9% |