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 13 · EIN 45-0404698 | Contract Administrator | $98,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $135,929 | $55,449+145.1% | $83,848+62.1% | $56,287+141.5% |
| Participation rate | 69.6% | 68.0%+1.6pp | 76.1%-6.5pp | 69.9%-0.2pp |
| Annual return | -5.32% | -1.38%-3.9pp | 850.88%-856.2pp | -9.96%+4.6pp |
| Employer contribution / active EE | $2,278 | $2,430-6.3% | $3,631-37.3% | $2,111+7.9% |
| Participant deferral / active EE | $4,440 | $2,935+51.3% | $4,082+8.8% | $3,350+32.6% |
| Admin fee / account holder | $417 | $656-36.4% | $5,478-92.4% | $521-19.9% |