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 | $20,861 |
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 | $31,303 | $52,293-40.1% | $178,490-82.5% | $73,409-57.4% |
| Participation rate | 68.3% | 65.3%+2.9pp | 81.9%-13.6pp | 72.2%-3.9pp |
| Annual return | 8.97% | 34.75%-25.8pp | 151.07%-142.1pp | 59.29%-50.3pp |
| Employer contribution / active EE | $1,498 | $1,735-13.7% | $5,011-70.1% | $2,234-32.9% |
| Participant deferral / active EE | $1,135 | $2,332-51.3% | $5,202-78.2% | $3,805-70.2% |
| Admin fee / account holder | $73 | $127-42.5% | $13,984-99.5% | $158-53.6% |