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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,058 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,674 | $61,605-4.8% | $112,229-47.7% | $75,163-21.9% |
| Participation rate | 93.4% | 61.7%+31.7pp | 72.4%+21.0pp | 67.2%+26.2pp |
| Annual return | 14.62% | 28.47%-13.8pp | 30.20%-15.6pp | 160.62%-146.0pp |
| Employer contribution / active EE | $3,478 | $2,015+72.6% | $3,430+1.4% | $2,670+30.3% |
| Participant deferral / active EE | $1,220 | $3,108-60.7% | $4,798-74.6% | $4,125-70.4% |
| Admin fee / account holder | $235 | $4,862-95.2% | $7,748-97.0% | $5,651-95.8% |