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 LLC5 years Service code 15 · EIN 11-3665754 | Recordkeeping | $3,855 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,822 | $89,248-77.8% | $136,007-85.4% | $74,495-73.4% |
| Participation rate | 78.6% | 69.4%+9.1pp | 76.5%+2.1pp | 67.2%+11.4pp |
| Annual return | 10.45% | 22.76%-12.3pp | 579.32%-568.9pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $434 | $2,838-84.7% | $4,217-89.7% | $2,623-83.4% |
| Participant deferral / active EE | $4,335 | $4,598-5.7% | $7,025-38.3% | $4,346-0.2% |
| Admin fee / account holder | $23 | $1,545-98.5% | $6,858-99.7% | $1,942-98.8% |