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 |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $18,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $27,845 | $45,031-38.2% | $84,966-67.2% | $77,643-64.1% |
| Participation rate | 19.4% | 48.7%-29.3pp | 67.5%-48.1pp | 70.6%-51.1pp |
| Annual return | 16.99% | 79.22%-62.2pp | 66.38%-49.4pp | 31.24%-14.3pp |
| Employer contribution / active EE | $537 | $1,609-66.6% | $2,727-80.3% | $2,726-80.3% |
| Participant deferral / active EE | $962 | $2,807-65.7% | $4,519-78.7% | $4,647-79.3% |
| Admin fee / account holder | $92 | $912-89.9% | $6,149-98.5% | $430-78.6% |