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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $82,420 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,948 | $55,191-87.4% | $40,757-83.0% | $55,191-87.4% |
| Participation rate | 90.2% | 69.2%+21.0pp | 79.3%+10.9pp | 69.2%+21.0pp |
| Annual return | -1.54% | 10.78%-12.3pp | -0.50%-1.0pp | 10.78%-12.3pp |
| Employer contribution / active EE | $1,952 | $1,899+2.8% | $3,004-35.0% | $1,899+2.8% |
| Participant deferral / active EE | $1,188 | $3,046-61.0% | $3,485-65.9% | $3,046-61.0% |
| Admin fee / account holder | $48 | $91-47.7% | $4,272-98.9% | $91-47.7% |