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 15 · EIN 47-4872674 61 WEST 23RD STREET · NEW YORK, NY 10010 | Recordkeeping | $13,110 |
ASCENSUS LLC1 year Filed as: DWC ERISA CONSULTANTS Service code 13 13110 DANUBE LANE · ROSEMOUNT, MN 55068 | 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $45,876 | $65,223-29.7% | $80,019-42.7% | $55,725-17.7% |
| Participation rate | 31.6% | 80.6%-48.9pp | 75.8%-44.2pp | 70.9%-39.2pp |
| Annual return | 436.53% | 7.59%+428.9pp | 11.22%+425.3pp | 244.93%+191.6pp |
| Employer contribution / active EE | $0 | $2,544-100.0% | $2,468-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $663 | $3,881-82.9% | $3,686-82.0% | $3,356-80.2% |
| Admin fee / account holder | $106 | $114-7.5% | $6,521-98.4% | $115-8.3% |