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 LLC4 years Service code 15 · EIN 11-3665754 | Recordkeeping | $301 |
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 | $35,587 | $55,331-35.7% | $81,812-56.5% | $199,593-82.2% |
| Participation rate | 45.6% | 62.5%-16.9pp | 72.3%-26.7pp | 72.0%-26.4pp |
| Annual return | 8.07% | 19.59%-11.5pp | 773.79%-765.7pp | 34.25%-26.2pp |
| Employer contribution / active EE | $2,333 | $2,101+11.1% | $2,912-19.9% | $3,034-23.1% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,319-100.0% | $5,087-100.0% |
| Admin fee / account holder | $0 | $346-99.9% | $7,386-100.0% | $269-99.8% |