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 |
|---|---|---|
Service code 16 · EIN 04-2675571 | Consulting | $12,124 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 14 · EIN 11-3665754 | Plan Administrator | $1,154 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $17,189 | $55,453-69.0% | $170,442-89.9% | $62,292-72.4% |
| Participation rate | 41.0% | 66.4%-25.4pp | 83.6%-42.6pp | 69.5%-28.6pp |
| Annual return | 15.47% | 21.38%-5.9pp | 205.93%-190.5pp | 28.90%-13.4pp |
| Employer contribution / active EE | $596 | $2,164-72.5% | $5,433-89.0% | $2,042-70.8% |
| Participant deferral / active EE | $1,703 | $2,303-26.0% | $4,939-65.5% | $3,169-46.3% |
| Admin fee / account holder | $177 | $455-61.1% | $13,880-98.7% | $479-63.1% |