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 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $12,332 |
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 | $79,211 | $84,948-6.8% | $70,449+12.4% | $73,409+7.9% |
| Participation rate | 41.5% | 79.9%-38.4pp | 75.1%-33.6pp | 72.2%-30.7pp |
| Annual return | 19.00% | 13.39%+5.6pp | 109.03%-90.0pp | 59.29%-40.3pp |
| Employer contribution / active EE | $0 | $2,834-100.0% | $2,737-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,637 | $3,387-22.1% | $3,709-28.9% | $3,805-30.7% |
| Admin fee / account holder | $92 | $98-6.5% | $3,845-97.6% | $158-41.9% |