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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $14,261 |
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 | $27,806 | $37,196-25.2% | $154,107-82.0% | $55,725-50.1% |
| Participation rate | 69.5% | 64.1%+5.4pp | 83.0%-13.5pp | 70.9%-1.4pp |
| Annual return | -3.84% | 1319.68%-1323.5pp | 735.12%-739.0pp | 244.93%-248.8pp |
| Employer contribution / active EE | $1,254 | $1,614-22.3% | $5,298-76.3% | $2,078-39.7% |
| Participant deferral / active EE | $958 | $2,068-53.7% | $5,081-81.1% | $3,356-71.5% |
| Admin fee / account holder | $69 | $102-31.7% | $13,411-99.5% | $115-39.8% |