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 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% |