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 8-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 | $9,562 |
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 opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,708 | $30,086-84.4% | $61,373-92.3% | $64,808-92.7% |
| Participation rate | 51.5% | 36.4%+15.1pp | 52.6%-1.1pp | 71.5%-20.0pp |
| Annual return | -17.36% | -13.99%-3.4pp | 338.61%-356.0pp | 32.82%-50.2pp |
| Employer contribution / active EE | $244 | $536-54.6% | $1,159-79.0% | $2,506-90.3% |
| Participant deferral / active EE | $612 | $1,126-45.6% | $2,125-71.2% | $4,310-85.8% |
| Admin fee / account holder | $24 | $148-83.6% | $2,130-98.9% | $188-87.1% |