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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,425 |
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 | $31,350 | $57,976-45.9% | $62,995-50.2% | $62,292-49.7% |
| Participation rate | 32.7% | 75.9%-43.2pp | 74.8%-42.1pp | 69.5%-36.8pp |
| Annual return | 22.08% | 17.54%+4.5pp | 87.57%-65.5pp | 28.90%-6.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,759-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,554 | $2,956-47.4% | $3,329-53.3% | $3,169-51.0% |
| Admin fee / account holder | $12 | $276-95.5% | $3,600-99.7% | $479-97.4% |