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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,330 |
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 | $31,293 | $74,024-57.7% | $77,999-59.9% | $57,658-45.7% |
| Participation rate | 41.2% | 79.7%-38.6pp | 75.5%-34.4pp | 70.2%-29.1pp |
| Annual return | 8.21% | 12.14%-3.9pp | 425.96%-417.8pp | 5.13%+3.1pp |
| Employer contribution / active EE | $1,068 | $2,365-54.8% | $2,470-56.8% | $1,974-45.9% |
| Participant deferral / active EE | $1,931 | $3,533-45.4% | $3,497-44.8% | $3,061-36.9% |
| Admin fee / account holder | $26 | $93-72.1% | $5,480-99.5% | $95-72.5% |