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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,416 |
VRAKAS S.C.1 year Filed as: VRAKAS CPAS & ADVISORS Service code 10 445 S. MOORLAND ROAD · BROOKFIELD, WI 53005 | Accounting | $7,800 |
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 | $31,694 | $37,393-15.2% | $77,024-58.9% | $66,914-52.6% |
| Participation rate | 44.0% | 52.9%-8.9pp | 67.9%-23.9pp | 69.8%-25.8pp |
| Annual return | -4.76% | -3.29%-1.5pp | 42.32%-47.1pp | 1.58%-6.3pp |
| Employer contribution / active EE | $668 | $1,531-56.4% | $2,812-76.3% | $2,544-73.8% |
| Participant deferral / active EE | $1,053 | $2,617-59.8% | $4,426-76.2% | $4,237-75.1% |
| Admin fee / account holder | $207 | $567-63.4% | $5,425-96.2% | $593-65.0% |