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+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $900 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $22,274 | $51,769-57.0% | $57,343-61.2% | $52,331-57.4% |
| Participation rate | 44.5% | 75.2%-30.7pp | 75.1%-30.6pp | 68.1%-23.6pp |
| Annual return | -2.20% | 2.43%-4.6pp | 24.39%-26.6pp | 4.54%-6.7pp |
| Employer contribution / active EE | $0 | $2,335-100.0% | $2,689-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,722 | $2,794-38.4% | $3,162-45.6% | $3,022-43.0% |
| Admin fee / account holder | $7 | $295-97.6% | $3,356-99.8% | $592-98.8% |