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 LLC1 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,140 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $8,220 | $80,753-89.8% | $136,294-94.0% | $62,292-86.8% |
| Participation rate | 94.3% | 73.5%+20.8pp | 81.9%+12.4pp | 69.5%+24.8pp |
| Annual return | 20.18% | 35.83%-15.6pp | 5155.94%-5135.8pp | 28.90%-8.7pp |
| Employer contribution / active EE | $2,217 | $2,884-23.1% | $4,695-52.8% | $2,042+8.6% |
| Participant deferral / active EE | $2,940 | $5,164-43.1% | $6,247-52.9% | $3,169-7.2% |
| Admin fee / account holder | $4 | $525-99.3% | $9,243-100.0% | $479-99.3% |