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 | $35,144 |
LYDON, FETTEROLF, CORYDON PA2 years Service code 10 9401 KEY WEST AVE · ROCKVILLE, MD 20850 | Accounting | $19,285 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,303 | $64,119-59.0% | $112,228-76.6% | $66,914-60.7% |
| Participation rate | 84.3% | 68.5%+15.8pp | 75.1%+9.2pp | 69.8%+14.4pp |
| Annual return | -16.10% | -13.81%-2.3pp | 27.45%-43.6pp | 1.58%-17.7pp |
| Employer contribution / active EE | $10,004 | $3,005+232.9% | $3,635+175.2% | $2,544+293.2% |
| Participant deferral / active EE | $512 | $3,693-86.1% | $4,728-89.2% | $4,237-87.9% |
| Admin fee / account holder | $329 | $625-47.4% | $6,410-94.9% | $593-44.6% |