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 9-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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $1,244 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,774 | $39,019-85.2% | $80,716-92.8% | $85,850-93.3% |
| Participation rate | 98.6% | 41.5%+57.0pp | 54.2%+44.4pp | 69.3%+29.3pp |
| Annual return | 13.88% | 26.27%-12.4pp | 87.28%-73.4pp | 318.53%-304.7pp |
| Employer contribution / active EE | $0 | $722-100.0% | $1,160-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,475 | $1,326+11.2% | $2,146-31.3% | $3,952-62.7% |
| Admin fee / account holder | $11 | $2,431-99.6% | $3,380-99.7% | $6,260-99.8% |