See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $9,287 |
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 | $30,519 | $95,762-68.1% | $379,746-92.0% | $79,858-61.8% |
| Participation rate | 39.5% | 74.0%-34.5pp | 78.4%-38.9pp | 69.6%-30.1pp |
| Annual return | 13.76% | 18.26%-4.5pp | 34.90%-21.1pp | 31.71%-18.0pp |
| Employer contribution / active EE | $0 | $2,695-100.0% | $3,540-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,617 | $4,705-44.4% | $6,024-56.6% | $3,740-30.0% |
| Admin fee / account holder | $202 | $6,745-97.0% | $7,927-97.5% | $5,306-96.2% |