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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,895 |
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 | $33,947 | $75,284-54.9% | $91,001-62.7% | $69,631-51.2% |
| Participation rate | 38.5% | 80.4%-41.9pp | 75.6%-37.1pp | 70.7%-32.2pp |
| Annual return | 15.59% | 48.40%-32.8pp | 4.60%+11.0pp | 27571.02%-27555.4pp |
| Employer contribution / active EE | $967 | $2,473-60.9% | $2,456-60.6% | $2,032-52.4% |
| Participant deferral / active EE | $1,751 | $3,700-52.7% | $3,547-50.6% | $3,224-45.7% |
| Admin fee / account holder | $21 | $111-81.3% | $5,417-99.6% | $110-81.3% |