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 | $11,384 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,922 | $65,061-57.1% | $143,757-80.6% | $66,914-58.3% |
| Participation rate | 24.3% | 65.2%-40.8pp | 80.3%-56.0pp | 69.8%-45.5pp |
| Annual return | -15.90% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $493 | $2,361-79.1% | $4,951-90.0% | $2,544-80.6% |
| Participant deferral / active EE | $1,257 | $2,919-56.9% | $5,637-77.7% | $4,237-70.3% |
| Admin fee / account holder | $124 | $502-75.3% | $14,673-99.2% | $593-79.1% |