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 | $1,710 |
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.
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 | $25,112 | $56,629-55.7% | $77,999-67.8% | $55,167-54.5% |
| Participation rate | 34.0% | 73.3%-39.3pp | 75.5%-41.6pp | 69.0%-35.0pp |
| Annual return | 15.59% | 2866.98%-2851.4pp | 425.96%-410.4pp | 169.23%-153.6pp |
| Employer contribution / active EE | $495 | $1,723-71.2% | $2,470-79.9% | $1,963-74.8% |
| Participant deferral / active EE | $981 | $2,777-64.7% | $3,497-71.9% | $3,054-67.9% |
| Admin fee / account holder | $10 | $467-97.8% | $5,480-99.8% | $504-97.9% |