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 | $3,320 |
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 | $27,453 | $72,277-62.0% | $101,248-72.9% | $79,858-65.6% |
| Participation rate | 95.9% | 68.5%+27.4pp | 75.8%+20.1pp | 69.6%+26.3pp |
| Annual return | 14.09% | 22.30%-8.2pp | 46.47%-32.4pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,579 | $2,692-41.3% | $3,660-56.9% | $2,471-36.1% |
| Participant deferral / active EE | $2,480 | $3,282-24.4% | $4,370-43.2% | $3,740-33.7% |
| Admin fee / account holder | $65 | $4,400-98.5% | $5,945-98.9% | $5,306-98.8% |