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 | $42,512 |
Filed as: PRIME CAPITAL INVESTMENT Service code 27 6201 COLLEGE BLVD. · OVERLAND PARK, KS 66211 | Advisory (Plan) | $26,384 |
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 | $44,151 | $49,693-11.2% | $70,515-37.4% | $74,419-40.7% |
| Participation rate | 91.2% | 64.7%+26.6pp | 68.3%+22.9pp | 70.7%+20.5pp |
| Annual return | 16.21% | 21.22%-5.0pp | 32.77%-16.6pp | 34.38%-18.2pp |
| Employer contribution / active EE | $1,114 | $1,773-37.2% | $2,973-62.5% | $2,637-57.8% |
| Participant deferral / active EE | $3,582 | $3,376+6.1% | $4,567-21.6% | $4,528-20.9% |
| Admin fee / account holder | $148 | $316-53.2% | $6,412-97.7% | $348-57.5% |