Filed February 14, 2022
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 8-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 | $2,745 |
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 | $36,791 | $101,317-63.7% | $146,958-75.0% | $74,495-50.6% |
| Participation rate | 97.2% | 75.5%+21.7pp | 82.2%+15.1pp | 67.2%+30.0pp |
| Annual return | 24.08% | 8730.91%-8706.8pp | 418.34%-394.3pp | 1364.94%-1340.9pp |
| Employer contribution / active EE | $3,399 | $3,810-10.8% | $4,933-31.1% | $2,623+29.6% |
| Participant deferral / active EE | $7,253 | $7,303-0.7% | $8,070-10.1% | $4,346+66.9% |
| Admin fee / account holder | $20 | $1,739-98.8% | $12,998-99.8% | $1,942-99.0% |