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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $453 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $69,571 | $59,328+17.3% | $118,925-41.5% | $73,488-5.3% |
| Participation rate | 65.6% | 62.3%+3.3pp | 75.4%-9.8pp | 70.7%-5.1pp |
| Annual return | 16.87% | 19.13%-2.3pp | 35.88%-19.0pp | 28.51%-11.6pp |
| Employer contribution / active EE | $3,418 | $1,803+89.5% | $3,263+4.7% | $2,270+50.5% |
| Participant deferral / active EE | $2,416 | $2,604-7.2% | $4,265-43.4% | $3,740-35.4% |
| Admin fee / account holder | $4 | $600-99.3% | $6,581-99.9% | $513-99.2% |