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 Service code 15 · EIN 11-3665754 | Recordkeeping | $1,020 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $47,630 | $40,174+18.6% | $84,015-43.3% | $67,579-29.5% |
| Participation rate | 14.5% | 62.7%-48.2pp | 69.0%-54.5pp | 71.3%-56.8pp |
| Annual return | 38.39% | 25.82%+12.6pp | 71.31%-32.9pp | 378.56%-340.2pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $445 | $2,301-80.7% | $3,239-86.3% | $3,539-87.4% |
| Admin fee / account holder | $17 | $128-87.0% | $6,101-99.7% | $142-88.2% |