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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $75 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $86,030 | $43,133+99.5% | $89,391-3.8% | $73,488+17.1% |
| Participation rate | 11.7% | 55.0%-43.2pp | 68.0%-56.3pp | 70.7%-59.0pp |
| Annual return | 13.25% | 135.66%-122.4pp | 245.62%-232.4pp | 28.51%-15.3pp |
| Employer contribution / active EE | $329 | $1,438-77.1% | $2,586-87.3% | $2,270-85.5% |
| Participant deferral / active EE | $641 | $2,445-73.8% | $3,890-83.5% | $3,740-82.9% |
| Admin fee / account holder | $4 | $444-99.1% | $4,881-99.9% | $513-99.2% |