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 LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,218 |
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 | $12,827 | $48,230-73.4% | $67,502-81.0% | $80,856-84.1% |
| Participation rate | 94.5% | 66.4%+28.1pp | 72.9%+21.6pp | 67.6%+26.9pp |
| Annual return | 18.78% | 18.28%+0.5pp | 3512.12%-3493.3pp | 35.59%-16.8pp |
| Employer contribution / active EE | $1,664 | $2,020-17.6% | $2,731-39.1% | $2,755-39.6% |
| Participant deferral / active EE | $2,558 | $2,924-12.5% | $4,000-36.0% | $4,296-40.4% |
| Admin fee / account holder | $38 | $3,681-99.0% | $3,998-99.1% | $6,918-99.5% |