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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $37,760 |
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 | $99,329 | $83,884+18.4% | $64,056+55.1% | $74,419+33.5% |
| Participation rate | 52.1% | 76.6%-24.6pp | 72.3%-20.2pp | 70.7%-18.7pp |
| Annual return | 21.99% | 16.57%+5.4pp | 33.69%-11.7pp | 34.38%-12.4pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $5,035 | $3,692+36.4% | $3,880+29.8% | $4,528+11.2% |
| Admin fee / account holder | $207 | $196+5.6% | $3,068-93.3% | $348-40.5% |