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 | $19,987 |
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.
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 | $28,736 | $62,928-54.3% | $172,739-83.4% | $67,579-57.5% |
| Participation rate | 66.9% | 64.5%+2.5pp | 82.6%-15.7pp | 71.3%-4.3pp |
| Annual return | 15.58% | 30.36%-14.8pp | 802.84%-787.3pp | 378.56%-363.0pp |
| Employer contribution / active EE | $1,352 | $1,636-17.4% | $5,143-73.7% | $2,148-37.1% |
| Participant deferral / active EE | $1,050 | $2,145-51.0% | $5,198-79.8% | $3,539-70.3% |
| Admin fee / account holder | $71 | $167-57.3% | $13,954-99.5% | $142-50.0% |