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 | $11,775 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $22,536 | $41,281-45.4% | $109,313-79.4% | $57,658-60.9% |
| Participation rate | 45.3% | 59.3%-14.1pp | 71.3%-26.0pp | 70.2%-25.0pp |
| Annual return | 8.75% | 8.97%-0.2pp | 22.07%-13.3pp | 5.13%+3.6pp |
| Employer contribution / active EE | $742 | $1,201-38.3% | $3,892-80.9% | $1,974-62.4% |
| Participant deferral / active EE | $1,026 | $2,223-53.8% | $3,166-67.6% | $3,061-66.5% |
| Admin fee / account holder | $34 | $75-54.6% | $5,666-99.4% | $95-63.9% |