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 | $480 |
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 | $82,215 | $42,546+93.2% | $71,796+14.5% | $55,167+49.0% |
| Participation rate | 51.3% | 59.1%-7.8pp | 69.1%-17.8pp | 69.0%-17.7pp |
| Annual return | 11.21% | 12.36%-1.2pp | 78.04%-66.8pp | 169.23%-158.0pp |
| Employer contribution / active EE | $448 | $803-44.3% | $1,924-76.7% | $1,963-77.2% |
| Participant deferral / active EE | $2,177 | $2,064+5.5% | $2,794-22.1% | $3,054-28.7% |
| Admin fee / account holder | $7 | $650-98.9% | $4,815-99.9% | $504-98.6% |