Filed April 29, 2022
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 LLC6+ years Filed as: ASCENSUS Service code 64 · EIN 11-3665754 | Recordkeeping Fees | $1,500 |
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 | $25,495 | $61,156-58.3% | $185,823-86.3% | $79,386-67.9% |
| Participation rate | 79.6% | 66.6%+13.0pp | 81.7%-2.1pp | 70.7%+8.9pp |
| Annual return | 25.82% | 19.45%+6.4pp | 122.05%-96.2pp | 116.85%-91.0pp |
| Employer contribution / active EE | $976 | $2,321-57.9% | $5,167-81.1% | $2,427-59.8% |
| Participant deferral / active EE | $1,967 | $2,789-29.5% | $5,568-64.7% | $4,046-51.4% |
| Admin fee / account holder | $5 | $710-99.4% | $16,237-100.0% | $626-99.3% |