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 LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $20,474 |
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 | $23,292 | $49,915-53.3% | $154,803-85.0% | $74,304-68.7% |
| Participation rate | 57.7% | 54.0%+3.7pp | 78.1%-20.4pp | 60.3%-2.7pp |
| Annual return | 12.46% | 34.06%-21.6pp | 58.88%-46.4pp | 29.43%-17.0pp |
| Employer contribution / active EE | $653 | $1,611-59.4% | $4,305-84.8% | $2,241-70.8% |
| Participant deferral / active EE | $1,773 | $2,255-21.3% | $5,540-68.0% | $3,767-52.9% |
| Admin fee / account holder | $65 | $2,189-97.0% | $14,329-99.5% | $2,969-97.8% |