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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $7,964 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,075 | $45,566-18.6% | $64,105-42.2% | $59,632-37.8% |
| Participation rate | 51.4% | 60.2%-8.7pp | 68.2%-16.7pp | 68.7%-17.2pp |
| Annual return | 1.72% | 4.95%-3.2pp | 791.24%-789.5pp | 2041.28%-2039.6pp |
| Employer contribution / active EE | $205 | $934-78.1% | $1,820-88.7% | $2,203-90.7% |
| Participant deferral / active EE | $2,078 | $2,057+1.0% | $2,822-26.4% | $3,192-34.9% |
| Admin fee / account holder | $94 | $3,268-97.1% | $4,499-97.9% | $4,297-97.8% |