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 | $150 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $22,853 | $58,879-61.2% | $178,490-87.2% | $73,488-68.9% |
| Participation rate | 29.4% | 66.2%-36.8pp | 81.9%-52.5pp | 70.7%-41.2pp |
| Annual return | 9.90% | 24.86%-15.0pp | 151.07%-141.2pp | 28.51%-18.6pp |
| Employer contribution / active EE | $607 | $2,236-72.9% | $5,011-87.9% | $2,270-73.3% |
| Participant deferral / active EE | $766 | $2,567-70.2% | $5,202-85.3% | $3,740-79.5% |
| Admin fee / account holder | $10 | $400-97.4% | $13,984-99.9% | $513-98.0% |