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 Service code 15 · EIN 11-3665754 | Recordkeeping | $22,242 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 27 4340 REDWOOD HIGHWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $15,775 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,260 | $78,485-75.5% | $106,213-81.9% | $74,495-74.1% |
| Participation rate | 93.0% | 72.8%+20.2pp | 75.3%+17.7pp | 67.2%+25.8pp |
| Annual return | 11.53% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $1,557 | $2,523-38.3% | $3,171-50.9% | $2,623-40.7% |
| Participant deferral / active EE | $3,436 | $4,322-20.5% | $5,016-31.5% | $4,346-20.9% |
| Admin fee / account holder | $192 | $2,232-91.4% | $11,033-98.3% | $1,942-90.1% |