Filed May 10, 2018
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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $19,119 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $4,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,555 | $61,156+38.3% | $185,823-54.5% | $79,386+6.5% |
| Participation rate | 50.6% | 66.6%-16.1pp | 81.7%-31.1pp | 70.7%-20.1pp |
| Annual return | 12.08% | 19.45%-7.4pp | 122.05%-110.0pp | 116.85%-104.8pp |
| Employer contribution / active EE | $767 | $2,321-67.0% | $5,167-85.2% | $2,427-68.4% |
| Participant deferral / active EE | $2,782 | $2,789-0.2% | $5,568-50.0% | $4,046-31.2% |
| Admin fee / account holder | $48 | $710-93.2% | $16,237-99.7% | $626-92.3% |