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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $14,085 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,256 | $109,881-54.3% | $150,045-66.5% | $84,808-40.7% |
| Participation rate | 98.6% | 76.1%+22.5pp | 82.3%+16.3pp | 68.3%+30.3pp |
| Annual return | 10.88% | 28.25%-17.4pp | 62.55%-51.7pp | 40.90%-30.0pp |
| Employer contribution / active EE | $5,652 | $3,561+58.7% | $4,693+20.4% | $2,631+114.8% |
| Participant deferral / active EE | $3,187 | $6,636-52.0% | $7,997-60.1% | $4,212-24.3% |
| Admin fee / account holder | $160 | $8,568-98.1% | $13,435-98.8% | $7,344-97.8% |