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 9-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 · EIN 11-3665754 | Recordkeeping | $6,468 |
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 | $17,108 | $55,453-69.1% | $170,442-90.0% | $62,292-72.5% |
| Participation rate | 55.7% | 66.4%-10.7pp | 83.6%-27.9pp | 69.5%-13.9pp |
| Annual return | 15.13% | 21.38%-6.2pp | 205.93%-190.8pp | 28.90%-13.8pp |
| Employer contribution / active EE | $700 | $2,164-67.6% | $5,433-87.1% | $2,042-65.7% |
| Participant deferral / active EE | $1,147 | $2,303-50.2% | $4,939-76.8% | $3,169-63.8% |
| Admin fee / account holder | $28 | $455-93.8% | $13,880-99.8% | $479-94.1% |