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 | $10,694 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $200 |
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 | $72,319 | $57,108+26.6% | $94,224-23.2% | $52,331+38.2% |
| Participation rate | 63.6% | 72.9%-9.3pp | 78.8%-15.1pp | 68.1%-4.5pp |
| Annual return | -1.72% | 1.47%-3.2pp | 10.68%-12.4pp | 4.54%-6.3pp |
| Employer contribution / active EE | $2,304 | $1,735+32.8% | $3,587-35.8% | $1,882+22.5% |
| Participant deferral / active EE | $4,016 | $3,040+32.1% | $4,320-7.0% | $3,022+32.9% |
| Admin fee / account holder | $128 | $546-76.5% | $6,269-98.0% | $592-78.3% |