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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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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC7 years Service code 15 · EIN 11-3665754 | Recordkeeping | $5,805 |
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 | $15,626 | $54,517-71.3% | $75,972-79.4% | $74,495-79.0% |
| Participation rate | 86.3% | 60.3%+25.9pp | 69.1%+17.2pp | 67.2%+19.1pp |
| Annual return | 10.52% | 31.82%-21.3pp | 359.55%-349.0pp | 1364.94%-1354.4pp |
| Employer contribution / active EE | $850 | $1,777-52.2% | $2,685-68.3% | $2,623-67.6% |
| Participant deferral / active EE | $1,363 | $3,066-55.5% | $4,255-68.0% | $4,346-68.6% |
| Admin fee / account holder | $30 | $2,229-98.7% | $6,467-99.5% | $1,942-98.5% |