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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $855 |
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 | $53,944 | $64,909-16.9% | $82,313-34.5% | $62,292-13.4% |
| Participation rate | 79.2% | 74.9%+4.3pp | 76.9%+2.3pp | 69.5%+9.7pp |
| Annual return | 16.04% | 21.18%-5.1pp | 25.88%-9.8pp | 28.90%-12.9pp |
| Employer contribution / active EE | $0 | $1,676-100.0% | $2,428-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,364 | $3,103-56.0% | $3,706-63.2% | $3,169-57.0% |
| Admin fee / account holder | $7 | $440-98.4% | $5,608-99.9% | $479-98.5% |