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 |
|---|---|---|
HUNGERFORD NICHOLS2+ years Filed as: HUNGERFORD NICHOLAS Service code 10 · EIN 38-2184825 | Accounting | $7,701 |
ASCENSUS LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $1,920 |
Annual investment return is in the bottom quintile of the peer cohort.
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).
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 | $8,879 | $57,976-84.7% | $62,995-85.9% | $62,292-85.7% |
| Participation rate | 78.3% | 75.9%+2.4pp | 74.8%+3.5pp | 69.5%+8.8pp |
| Annual return | 11.55% | 17.54%-6.0pp | 87.57%-76.0pp | 28.90%-17.4pp |
| Employer contribution / active EE | $703 | $2,415-70.9% | $2,759-74.5% | $2,042-65.6% |
| Participant deferral / active EE | $1,529 | $2,956-48.3% | $3,329-54.1% | $3,169-51.8% |
| Admin fee / account holder | $87 | $276-68.5% | $3,600-97.6% | $479-81.9% |