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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,380 |
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 | $51,782 | $52,580-1.5% | $71,671-27.8% | $70,131-26.2% |
| Participation rate | 51.1% | 60.9%-9.8pp | 68.7%-17.7pp | 69.5%-18.5pp |
| Annual return | 14.87% | 20.25%-5.4pp | 20.65%-5.8pp | 73.14%-58.3pp |
| Employer contribution / active EE | $0 | $1,616-100.0% | $2,460-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $980 | $2,386-58.9% | $3,438-71.5% | $3,332-70.6% |
| Admin fee / account holder | $19 | $3,653-99.5% | $5,558-99.7% | $4,645-99.6% |