Filed November 17, 2017 (most recent of 3 filings on file)
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 | $2,684 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,419 | $52,626-44.1% | $98,442-70.1% | $93,030-68.4% |
| Participation rate | 43.3% | 65.3%-22.0pp | 73.3%-30.0pp | 73.9%-30.6pp |
| Annual return | 8.37% | 16.95%-8.6pp | 1492.73%-1484.4pp | 158.70%-150.3pp |
| Employer contribution / active EE | $1,902 | $1,894+0.4% | $2,960-35.8% | $2,706-29.7% |
| Participant deferral / active EE | $0 | $2,907-100.0% | $4,276-100.0% | $4,562-100.0% |
| Admin fee / account holder | $2 | $102-97.7% | $5,949-100.0% | $152-98.5% |