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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $410 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $19,319 | $58,726-67.1% | $92,233-79.1% | $62,292-69.0% |
| Participation rate | 22.0% | 68.3%-46.4pp | 76.5%-54.5pp | 69.5%-47.5pp |
| Annual return | -58.52% | 43.62%-102.1pp | 176.28%-234.8pp | 28.90%-87.4pp |
| Employer contribution / active EE | $695 | $2,392-71.0% | $3,679-81.1% | $2,042-66.0% |
| Participant deferral / active EE | $1,540 | $2,766-44.3% | $3,897-60.5% | $3,169-51.4% |
| Admin fee / account holder | $17 | $556-97.0% | $5,194-99.7% | $479-96.5% |