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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,645 |
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 | $18,919 | $36,916-48.8% | $156,549-87.9% | $57,658-67.2% |
| Participation rate | 65.3% | 63.4%+1.9pp | 84.0%-18.7pp | 70.2%-4.9pp |
| Annual return | 10.65% | 12.38%-1.7pp | 32.23%-21.6pp | 5.13%+5.5pp |
| Employer contribution / active EE | $835 | $1,571-46.8% | $5,501-84.8% | $1,974-57.7% |
| Participant deferral / active EE | $1,218 | $1,926-36.7% | $4,871-75.0% | $3,061-60.2% |
| Admin fee / account holder | $14 | $82-83.3% | $13,027-99.9% | $95-85.4% |