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 | $12,485 |
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 | $16,437 | $52,953-69.0% | $172,739-90.5% | $65,185-74.8% |
| Participation rate | 92.1% | 66.2%+26.0pp | 82.6%+9.5pp | 70.2%+21.9pp |
| Annual return | 24.40% | 30.12%-5.7pp | 802.84%-778.4pp | 29.38%-5.0pp |
| Employer contribution / active EE | $1,614 | $2,190-26.3% | $5,143-68.6% | $2,177-25.8% |
| Participant deferral / active EE | $2,552 | $2,471+3.3% | $5,198-50.9% | $3,514-27.4% |
| Admin fee / account holder | $85 | $472-82.1% | $13,954-99.4% | $847-90.0% |