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 | $21,243 |
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 | $27,755 | $65,061-57.3% | $143,757-80.7% | $66,914-58.5% |
| Participation rate | 93.5% | 65.2%+28.3pp | 80.3%+13.2pp | 69.8%+23.7pp |
| Annual return | -15.28% | -11.14%-4.1pp | -0.04%-15.2pp | 1.58%-16.9pp |
| Employer contribution / active EE | $1,980 | $2,361-16.1% | $4,951-60.0% | $2,544-22.2% |
| Participant deferral / active EE | $2,990 | $2,919+2.5% | $5,637-46.9% | $4,237-29.4% |
| Admin fee / account holder | $161 | $502-67.9% | $14,673-98.9% | $593-72.8% |