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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $1,275 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $16,498 | $82,130-79.9% | $453,369-96.4% | $79,386-79.2% |
| Participation rate | 75.5% | 73.4%+2.1pp | 78.0%-2.5pp | 70.7%+4.8pp |
| Annual return | 16.87% | 345.31%-328.4pp | 64.40%-47.5pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,170 | $2,659-56.0% | $4,070-71.2% | $2,427-51.8% |
| Participant deferral / active EE | $3,125 | $4,314-27.6% | $6,209-49.7% | $4,046-22.7% |
| Admin fee / account holder | $9 | $531-98.2% | $11,209-99.9% | $626-98.5% |