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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,400 | $67,606-59.5% | $82,313-66.7% | $70,131-60.9% |
| Participation rate | 46.8% | 72.8%-26.0pp | 76.9%-30.1pp | 69.5%-22.7pp |
| Annual return | 16.36% | 21.57%-5.2pp | 25.88%-9.5pp | 73.14%-56.8pp |
| Employer contribution / active EE | $544 | $1,755-69.0% | $2,428-77.6% | $2,342-76.8% |
| Participant deferral / active EE | $900 | $2,987-69.9% | $3,706-75.7% | $3,332-73.0% |
| Admin fee / account holder | $140 | $4,512-96.9% | $5,608-97.5% | $4,645-97.0% |