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 | $11,081 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,386 | $57,921-83.8% | $84,750-88.9% | $57,658-83.7% |
| Participation rate | 20.1% | 72.9%-52.9pp | 76.6%-56.5pp | 70.2%-50.2pp |
| Annual return | 4.84% | 10.24%-5.4pp | 22.78%-17.9pp | 5.13%-0.3pp |
| Employer contribution / active EE | $1,351 | $2,598-48.0% | $3,574-62.2% | $1,974-31.6% |
| Participant deferral / active EE | $100 | $2,742-96.4% | $3,712-97.3% | $3,061-96.7% |
| Admin fee / account holder | $77 | $130-40.7% | $5,332-98.6% | $95-18.6% |