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 | $9,843 |
EDWARD JONES1 year Service code 27 · EIN 43-0345811 | Advisory (Plan) | $7,329 |
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 | $29,104 | $63,299-54.0% | $91,001-68.0% | $62,292-53.3% |
| Participation rate | 87.2% | 73.3%+13.8pp | 75.6%+11.6pp | 69.5%+17.6pp |
| Annual return | 17.90% | 20.99%-3.1pp | 4.60%+13.3pp | 28.90%-11.0pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,132 | $2,943-27.5% | $3,547-39.9% | $3,169-32.7% |
| Admin fee / account holder | $116 | $468-75.2% | $5,417-97.9% | $479-75.8% |