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 | $1,200 |
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.
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 | $48,306 | $51,244-5.7% | $80,975-40.3% | $55,167-12.4% |
| Participation rate | 53.8% | 71.7%-17.9pp | 75.8%-22.0pp | 69.0%-15.2pp |
| Annual return | 5.50% | 17.39%-11.9pp | 17.10%-11.6pp | 169.23%-163.7pp |
| Employer contribution / active EE | $312 | $1,770-82.4% | $3,714-91.6% | $1,963-84.1% |
| Participant deferral / active EE | $1,444 | $4,418-67.3% | $5,696-74.7% | $3,054-52.7% |
| Admin fee / account holder | $8 | $398-98.0% | $5,516-99.9% | $504-98.4% |