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 | $5,136 |
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 | $10,309 | $46,553-77.9% | $64,056-83.9% | $75,163-86.3% |
| Participation rate | 94.6% | 65.9%+28.7pp | 72.3%+22.3pp | 67.2%+27.4pp |
| Annual return | 15.01% | 26.03%-11.0pp | 33.69%-18.7pp | 160.62%-145.6pp |
| Employer contribution / active EE | $1,485 | $1,974-24.8% | $2,747-45.9% | $2,670-44.4% |
| Participant deferral / active EE | $2,233 | $2,837-21.3% | $3,880-42.4% | $4,125-45.9% |
| Admin fee / account holder | $40 | $2,952-98.7% | $3,068-98.7% | $5,651-99.3% |