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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,366 |
Annual investment return 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 | $33,559 | $85,766-60.9% | $136,294-75.4% | $70,131-52.1% |
| Participation rate | 70.8% | 74.2%-3.4pp | 81.9%-11.2pp | 69.5%+1.2pp |
| Annual return | 13.10% | 31.45%-18.4pp | 5155.94%-5142.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $597 | $2,966-79.9% | $4,695-87.3% | $2,342-74.5% |
| Participant deferral / active EE | $4,288 | $5,051-15.1% | $6,247-31.4% | $3,332+28.7% |
| Admin fee / account holder | $31 | $5,420-99.4% | $9,243-99.7% | $4,645-99.3% |