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 Service code 15 · EIN 11-3665754 | Recordkeeping | $792 |
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 | $62,502 | $33,067+89.0% | $76,523-18.3% | $56,287+11.0% |
| Participation rate | 11.3% | 55.4%-44.0pp | 68.0%-56.7pp | 69.9%-58.5pp |
| Annual return | -4.06% | 2.72%-6.8pp | -0.27%-3.8pp | -9.96%+5.9pp |
| Employer contribution / active EE | $374 | $1,200-68.9% | $2,647-85.9% | $2,111-82.3% |
| Participant deferral / active EE | $789 | $2,240-64.8% | $3,835-79.4% | $3,350-76.4% |
| Admin fee / account holder | $47 | $537-91.3% | $4,848-99.0% | $521-91.1% |