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 LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $8,325 |
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 | $15,864 | $55,636-71.5% | $81,983-80.7% | $73,488-78.4% |
| Participation rate | 99.1% | 62.3%+36.8pp | 69.2%+29.8pp | 70.7%+28.4pp |
| Annual return | 18.59% | 19.07%-0.5pp | 41.31%-22.7pp | 28.51%-9.9pp |
| Employer contribution / active EE | $552 | $1,625-66.0% | $2,498-77.9% | $2,270-75.7% |
| Participant deferral / active EE | $1,338 | $2,762-51.5% | $3,722-64.0% | $3,740-64.2% |
| Admin fee / account holder | $65 | $493-86.8% | $5,664-98.9% | $513-87.3% |