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 9-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 |
|---|---|---|
Service code 27 · EIN 95-3706234 | Advisory (Plan) | $24,975 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $8,319 |
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 | $20,870 | $60,795-65.7% | $69,455-70.0% | $65,185-68.0% |
| Participation rate | 93.4% | 74.9%+18.5pp | 74.6%+18.8pp | 70.2%+23.2pp |
| Annual return | 10.63% | 17.46%-6.8pp | 28.97%-18.3pp | 29.38%-18.8pp |
| Employer contribution / active EE | $1,673 | $2,452-31.8% | $2,779-39.8% | $2,177-23.1% |
| Participant deferral / active EE | $2,995 | $3,162-5.3% | $3,535-15.3% | $3,514-14.8% |
| Admin fee / account holder | $220 | $314-29.7% | $3,839-94.3% | $847-74.0% |