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 LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $15,892 |
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 | $36,124 | $44,960-19.7% | $84,966-57.5% | $74,495-51.5% |
| Participation rate | 78.9% | 49.4%+29.6pp | 67.5%+11.4pp | 67.2%+11.7pp |
| Annual return | 13.56% | 26.24%-12.7pp | 66.38%-52.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $1,303 | $1,457-10.6% | $2,727-52.2% | $2,623-50.3% |
| Participant deferral / active EE | $2,265 | $2,731-17.1% | $4,519-49.9% | $4,346-47.9% |
| Admin fee / account holder | $128 | $2,209-94.2% | $6,149-97.9% | $1,942-93.4% |