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 8-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 68-0567456 | Advisory (Plan) | $2,614 |
ASCENSUS LLC3 years Filed as: ASCENSUS, LLC Service code 14 · EIN 11-3665754 | Plan Administrator | $1,395 |
SUNBURST PENSION SERVICES3 years Service code 13 · EIN 90-0288844 2919 E MENLO ST · MESA, AZ 85213 | Contract Administrator | $300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,791 | $73,867-81.3% | $143,757-90.4% | $68,494-79.9% |
| Participation rate | 14.0% | 66.7%-52.7pp | 80.3%-66.3pp | 67.9%-53.9pp |
| Annual return | -9.71% | 1.01%-10.7pp | -0.04%-9.7pp | -7.84%-1.9pp |
| Employer contribution / active EE | $0 | $3,184-100.0% | $4,951-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $587 | $3,384-82.7% | $5,637-89.6% | $4,027-85.4% |
| Admin fee / account holder | $153 | $5,755-97.3% | $14,673-99.0% | $5,403-97.2% |