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 | $2,255 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,205 | $50,385-40.1% | $75,670-60.1% | $62,292-51.5% |
| Participation rate | 55.4% | 67.7%-12.3pp | 72.3%-17.0pp | 69.5%-14.1pp |
| Annual return | 15.62% | 19.90%-4.3pp | 27.34%-11.7pp | 28.90%-13.3pp |
| Employer contribution / active EE | $1,033 | $1,537-32.8% | $2,352-56.1% | $2,042-49.4% |
| Participant deferral / active EE | $1,837 | $2,445-24.9% | $3,142-41.5% | $3,169-42.0% |
| Admin fee / account holder | $26 | $384-93.3% | $5,800-99.6% | $479-94.7% |