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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $540 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $53,461 | $63,299-15.5% | $91,001-41.3% | $62,292-14.2% |
| Participation rate | 76.6% | 73.3%+3.3pp | 75.6%+1.0pp | 69.5%+7.1pp |
| Annual return | 20.46% | 20.99%-0.5pp | 4.60%+15.9pp | 28.90%-8.4pp |
| Employer contribution / active EE | $1,937 | $1,807+7.2% | $2,456-21.1% | $2,042-5.1% |
| Participant deferral / active EE | $2,896 | $2,943-1.6% | $3,547-18.4% | $3,169-8.6% |
| Admin fee / account holder | $5 | $468-98.9% | $5,417-99.9% | $479-98.9% |