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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $4,415 |
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 | $21,617 | $49,138-56.0% | $84,015-74.3% | $65,185-66.8% |
| Participation rate | 91.5% | 60.7%+30.7pp | 69.0%+22.4pp | 70.2%+21.3pp |
| Annual return | 20.16% | 23.00%-2.8pp | 71.31%-51.1pp | 29.38%-9.2pp |
| Employer contribution / active EE | $826 | $914-9.6% | $1,983-58.3% | $2,177-62.0% |
| Participant deferral / active EE | $2,650 | $2,397+10.6% | $3,239-18.2% | $3,514-24.6% |
| Admin fee / account holder | $35 | $543-93.5% | $6,101-99.4% | $847-95.8% |