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 | $16,534 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $62,132 | $39,458+57.5% | $60,547+2.6% | $55,191+12.6% |
| Participation rate | 47.4% | 59.6%-12.2pp | 68.0%-20.6pp | 69.2%-21.8pp |
| Annual return | 5.17% | 3.35%+1.8pp | 335.64%-330.5pp | 10.78%-5.6pp |
| Employer contribution / active EE | $804 | $1,210-33.5% | $2,419-66.8% | $1,899-57.6% |
| Participant deferral / active EE | $3,745 | $2,140+75.0% | $3,328+12.5% | $3,046+22.9% |
| Admin fee / account holder | $88 | $95-7.1% | $4,536-98.1% | $91-2.6% |