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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,180 |
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 | $49,251 | $56,199-12.4% | $67,652-27.2% | $59,632-17.4% |
| Participation rate | 89.4% | 71.5%+17.9pp | 75.7%+13.7pp | 68.7%+20.7pp |
| Annual return | -2.27% | 18505.31%-18507.6pp | 6625.04%-6627.3pp | 2041.28%-2043.6pp |
| Employer contribution / active EE | $1,489 | $1,614-7.8% | $2,266-34.3% | $2,203-32.4% |
| Participant deferral / active EE | $1,661 | $2,844-41.6% | $3,560-53.3% | $3,192-48.0% |
| Admin fee / account holder | $11 | $3,958-99.7% | $4,821-99.8% | $4,297-99.8% |