See peer percentile detail with Solo.
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.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Service code 15 · EIN 11-3665754 | Recordkeeping | $7,110 |
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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,775 | $47,922-79.6% | $75,886-87.1% | $65,185-85.0% |
| Participation rate | 100.0% | 63.0%+37.0pp | 69.3%+30.7pp | 70.2%+29.8pp |
| Annual return | 23.51% | 24.12%-0.6pp | 30.76%-7.2pp | 29.38%-5.9pp |
| Employer contribution / active EE | $594 | $1,557-61.9% | $2,500-76.3% | $2,177-72.7% |
| Participant deferral / active EE | $1,392 | $2,550-45.4% | $3,603-61.4% | $3,514-60.4% |
| Admin fee / account holder | $39 | $532-92.7% | $5,418-99.3% | $847-95.4% |