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 LLC1+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $5,364 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,088 | $46,745-82.7% | $60,547-86.6% | $52,331-84.5% |
| Participation rate | 99.1% | 58.6%+40.6pp | 68.0%+31.2pp | 68.1%+31.0pp |
| Annual return | -1.18% | 0.61%-1.8pp | 335.64%-336.8pp | 4.54%-5.7pp |
| Employer contribution / active EE | $810 | $1,259-35.6% | $2,419-66.5% | $1,882-56.9% |
| Participant deferral / active EE | $991 | $2,145-53.8% | $3,328-70.2% | $3,022-67.2% |
| Admin fee / account holder | $35 | $537-93.5% | $4,536-99.2% | $592-94.1% |