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 Service code 15 · EIN 11-3665754 | Recordkeeping | $900 |
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.
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 | $62,266 | $59,839+4.1% | $81,983-24.1% | $79,858-22.0% |
| Participation rate | 48.4% | 61.6%-13.2pp | 69.2%-20.9pp | 69.6%-21.2pp |
| Annual return | 13.87% | 17.56%-3.7pp | 41.31%-27.4pp | 31.71%-17.8pp |
| Employer contribution / active EE | $0 | $1,713-100.0% | $2,498-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $900 | $2,695-66.6% | $3,722-75.8% | $3,740-75.9% |
| Admin fee / account holder | $13 | $4,287-99.7% | $5,664-99.8% | $5,306-99.8% |