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 | $9,602 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,487 | $58,879-73.7% | $178,490-91.3% | $73,488-78.9% |
| Participation rate | 78.5% | 66.2%+12.3pp | 81.9%-3.4pp | 70.7%+7.8pp |
| Annual return | 17.17% | 24.86%-7.7pp | 151.07%-133.9pp | 28.51%-11.3pp |
| Employer contribution / active EE | $1,492 | $2,236-33.3% | $5,011-70.2% | $2,270-34.3% |
| Participant deferral / active EE | $1,734 | $2,567-32.5% | $5,202-66.7% | $3,740-53.6% |
| Admin fee / account holder | $82 | $400-79.6% | $13,984-99.4% | $513-84.1% |