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 | $27,277 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $27,473 | $81,474-66.3% | $133,956-79.5% | $73,488-62.6% |
| Participation rate | 91.1% | 76.4%+14.7pp | 79.8%+11.2pp | 70.7%+20.4pp |
| Annual return | 18.90% | 19.40%-0.5pp | 45.09%-26.2pp | 28.51%-9.6pp |
| Employer contribution / active EE | $492 | $2,209-77.7% | $3,919-87.4% | $2,270-78.3% |
| Participant deferral / active EE | $2,473 | $3,786-34.7% | $5,048-51.0% | $3,740-33.9% |
| Admin fee / account holder | $120 | $713-83.2% | $8,927-98.7% | $513-76.7% |