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 LLC5 years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 200 DRYDEN ROAD · DRESCHER, PA 19025 | Recordkeeping | $37,355 |
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 | $125,038 | $91,762+36.3% | $67,502+85.2% | $77,643+61.0% |
| Participation rate | 45.4% | 75.9%-30.5pp | 72.9%-27.5pp | 70.6%-25.2pp |
| Annual return | 19.81% | 14.87%+4.9pp | 3512.12%-3492.3pp | 31.24%-11.4pp |
| Employer contribution / active EE | $0 | $3,181-100.0% | $2,731-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $4,716 | $3,903+20.8% | $4,000+17.9% | $4,647+1.5% |
| Admin fee / account holder | $212 | $176+20.6% | $3,998-94.7% | $430-50.7% |