Filed August 28, 2024 (most recent of 3 filings on file)
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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,655 |
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 | $30,000 | $55,415-45.9% | $155,509-80.7% | $74,495-59.7% |
| Participation rate | 50.6% | 61.9%-11.3pp | 78.2%-27.6pp | 67.2%-16.6pp |
| Annual return | 15.08% | 268.50%-253.4pp | 64.67%-49.6pp | 1364.94%-1349.9pp |
| Employer contribution / active EE | $646 | $2,267-71.5% | $4,672-86.2% | $2,623-75.4% |
| Participant deferral / active EE | $1,944 | $2,836-31.4% | $5,626-65.4% | $4,346-55.3% |
| Admin fee / account holder | $22 | $1,738-98.8% | $15,912-99.9% | $1,942-98.9% |