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 | $5,325 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,661 | $101,499-73.7% | $147,005-81.9% | $74,546-64.2% |
| Participation rate | 46.2% | 75.5%-29.3pp | 82.2%-35.9pp | 67.2%-21.0pp |
| Annual return | 15.39% | 8732.34%-8717.0pp | 418.76%-403.4pp | 1366.03%-1350.6pp |
| Employer contribution / active EE | $1,840 | $3,811-51.7% | $4,934-62.7% | $2,624-29.9% |
| Participant deferral / active EE | $3,152 | $7,304-56.9% | $8,070-60.9% | $4,347-27.5% |
| Admin fee / account holder | $34 | $1,748-98.1% | $13,006-99.7% | $1,944-98.3% |