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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,602 | $55,706-0.2% | $75,886-26.7% | $72,985-23.8% |
| Participation rate | 55.8% | 61.1%-5.3pp | 69.3%-13.5pp | 69.5%-13.7pp |
| Annual return | 17.07% | 27.59%-10.5pp | 30.76%-13.7pp | 81.00%-63.9pp |
| Employer contribution / active EE | $0 | $1,687-100.0% | $2,500-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $944 | $2,634-64.2% | $3,603-73.8% | $3,607-73.8% |
| Admin fee / account holder | $27 | $3,978-99.3% | $5,418-99.5% | $5,124-99.5% |