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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $2,375 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $23,562 | $46,072-48.9% | $70,014-66.3% | $55,167-57.3% |
| Participation rate | 55.4% | 67.5%-12.1pp | 71.8%-16.4pp | 69.0%-13.6pp |
| Annual return | 3.86% | 8.68%-4.8pp | 12.99%-9.1pp | 169.23%-165.4pp |
| Employer contribution / active EE | $1,180 | $1,500-21.3% | $2,338-49.5% | $1,963-39.9% |
| Participant deferral / active EE | $2,169 | $2,344-7.5% | $2,931-26.0% | $3,054-29.0% |
| Admin fee / account holder | $27 | $428-93.7% | $4,380-99.4% | $504-94.6% |