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 LLC2 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $37,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,385 | $94,833-1.5% | $75,696+23.4% | $86,799+7.6% |
| Participation rate | 43.0% | 79.1%-36.1pp | 74.8%-31.9pp | 72.3%-29.3pp |
| Annual return | 19.94% | 16.91%+3.0pp | 104.53%-84.6pp | 97.91%-78.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,743-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $3,187 | $3,632-12.3% | $3,821-16.6% | $4,131-22.9% |
| Admin fee / account holder | $205 | $109+88.8% | $3,619-94.3% | $170+20.9% |