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 | $5,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,865 | $57,108-49.5% | $94,224-69.4% | $52,331-44.8% |
| Participation rate | 63.0% | 72.9%-9.9pp | 78.8%-15.8pp | 68.1%-5.1pp |
| Annual return | 0.01% | 1.47%-1.5pp | 10.68%-10.7pp | 4.54%-4.5pp |
| Employer contribution / active EE | $739 | $1,735-57.4% | $3,587-79.4% | $1,882-60.7% |
| Participant deferral / active EE | $1,288 | $3,040-57.6% | $4,320-70.2% | $3,022-57.4% |
| Admin fee / account holder | $30 | $546-94.5% | $6,269-99.5% | $592-94.9% |