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 Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $8,632 |
H BECK INC3+ years Filed as: H. BECK, INC Service code 27 6600 ROCKLEDGE DRIVE · BETHESDA, MD 20817 | Advisory (Plan) | $8,609 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $55,810 | $55,453+0.6% | $170,442-67.3% | $62,292-10.4% |
| Participation rate | 21.2% | 66.4%-45.1pp | 83.6%-62.4pp | 69.5%-48.3pp |
| Annual return | 18.72% | 21.38%-2.7pp | 205.93%-187.2pp | 28.90%-10.2pp |
| Employer contribution / active EE | $477 | $2,164-78.0% | $5,433-91.2% | $2,042-76.7% |
| Participant deferral / active EE | $878 | $2,303-61.9% | $4,939-82.2% | $3,169-72.3% |
| Admin fee / account holder | $231 | $455-49.2% | $13,880-98.3% | $479-51.8% |