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 Service code 15 · EIN 11-3665754 | Recordkeeping | $2,490 |
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 | $52,457 | $25,302+107.3% | $74,701-29.8% | $67,579-22.4% |
| Participation rate | 39.6% | 37.8%+1.7pp | 54.5%-14.9pp | 71.3%-31.7pp |
| Annual return | 20.67% | 10291.17%-10270.5pp | 752.92%-732.2pp | 378.56%-357.9pp |
| Employer contribution / active EE | $449 | $446+0.5% | $1,084-58.6% | $2,148-79.1% |
| Participant deferral / active EE | $1,089 | $954+14.1% | $1,964-44.6% | $3,539-69.2% |
| Admin fee / account holder | $20 | $108-81.5% | $3,333-99.4% | $142-86.0% |