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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,360 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,016 | $36,767-83.6% | $81,478-92.6% | $62,292-90.3% |
| Participation rate | 82.7% | 54.4%+28.2pp | 68.0%+14.7pp | 69.5%+13.2pp |
| Annual return | 13.20% | 173.80%-160.6pp | 38.78%-25.6pp | 28.90%-15.7pp |
| Employer contribution / active EE | $2,807 | $1,128+148.7% | $2,568+9.3% | $2,042+37.4% |
| Participant deferral / active EE | $249 | $2,111-88.2% | $3,537-93.0% | $3,169-92.1% |
| Admin fee / account holder | $20 | $797-97.5% | $4,561-99.6% | $479-95.8% |