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 9-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 | $816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,300 | $73,638-68.4% | $95,952-75.7% | $73,488-68.3% |
| Participation rate | 38.1% | 76.2%-38.1pp | 77.1%-39.0pp | 70.7%-32.6pp |
| Annual return | 37.64% | 16.78%+20.9pp | 91.61%-54.0pp | 28.51%+9.1pp |
| Employer contribution / active EE | $811 | $1,863-56.5% | $2,541-68.1% | $2,270-64.3% |
| Participant deferral / active EE | $2,238 | $3,617-38.1% | $4,167-46.3% | $3,740-40.1% |
| Admin fee / account holder | $10 | $482-97.8% | $6,795-99.8% | $513-98.0% |