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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $755 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $51,181 | $29,369+74.3% | $77,482-33.9% | $73,409-30.3% |
| Participation rate | 30.6% | 37.9%-7.3pp | 54.2%-23.6pp | 72.2%-41.6pp |
| Annual return | 12.57% | 358.15%-345.6pp | 54.79%-42.2pp | 59.29%-46.7pp |
| Employer contribution / active EE | $196 | $406-51.7% | $986-80.1% | $2,234-91.2% |
| Participant deferral / active EE | $476 | $941-49.4% | $1,861-74.4% | $3,805-87.5% |
| Admin fee / account holder | $6 | $123-95.2% | $2,858-99.8% | $158-96.2% |