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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $6,826 |
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 | $36,234 | $101,069-64.1% | $81,478-55.5% | $147,584-75.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 15.18% | 32.40%-17.2pp | 38.78%-23.6pp | 578.55%-563.4pp |
| Employer contribution / active EE | $3,334 | $3,205+4.0% | $2,568+29.9% | $4,876-31.6% |
| Participant deferral / active EE | $7,224 | $4,242+70.3% | $3,537+104.3% | $5,439+32.8% |
| Admin fee / account holder | $272 | $5,812-95.3% | $4,561-94.0% | $10,885-97.5% |