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 | $795 |
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 | $25,969 | $52,467-50.5% | $57,179-54.6% | $55,167-52.9% |
| Participation rate | 34.2% | 75.8%-41.6pp | 75.3%-41.1pp | 69.0%-34.8pp |
| Annual return | 10.09% | 7.72%+2.4pp | 14.59%-4.5pp | 169.23%-159.1pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,682-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $1,681 | $2,830-40.6% | $3,096-45.7% | $3,054-45.0% |
| Admin fee / account holder | $7 | $269-97.6% | $3,139-99.8% | $504-98.7% |