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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,170 |
Annual investment return is in the bottom quintile of the peer cohort.
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 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 | $10,539 | $57,354-81.6% | $83,848-87.4% | $64,186-83.6% |
| Participation rate | 97.8% | 68.6%+29.2pp | 76.1%+21.7pp | 69.6%+28.3pp |
| Annual return | -9.21% | 11.38%-20.6pp | 850.88%-860.1pp | 7.63%-16.8pp |
| Employer contribution / active EE | $1,569 | $2,545-38.4% | $3,631-56.8% | $2,381-34.1% |
| Participant deferral / active EE | $2,076 | $2,993-30.7% | $4,082-49.1% | $3,470-40.2% |
| Admin fee / account holder | $9 | $4,046-99.8% | $5,478-99.8% | $4,888-99.8% |