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 | $45,883 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $27,311 |
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 | $37,550 | $44,764-16.1% | $68,791-45.4% | $64,808-42.1% |
| Participation rate | 91.1% | 64.8%+26.4pp | 69.0%+22.1pp | 71.5%+19.7pp |
| Annual return | -15.75% | -10.91%-4.8pp | -6.38%-9.4pp | 32.82%-48.6pp |
| Employer contribution / active EE | $1,110 | $1,775-37.5% | $2,655-58.2% | $2,506-55.7% |
| Participant deferral / active EE | $3,540 | $3,238+9.3% | $3,941-10.2% | $4,310-17.9% |
| Admin fee / account holder | $154 | $151+2.0% | $4,932-96.9% | $188-17.8% |