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 year Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $3,858 |
Service code 15 PO BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $18,356 | $52,639-65.1% | $185,117-90.1% | $62,292-70.5% |
| Participation rate | 43.3% | 63.9%-20.5pp | 77.3%-34.0pp | 69.5%-26.2pp |
| Annual return | 18.96% | 19.57%-0.6pp | 40.50%-21.5pp | 28.90%-9.9pp |
| Employer contribution / active EE | $1,015 | $1,483-31.6% | $4,182-75.7% | $2,042-50.3% |
| Participant deferral / active EE | $1,441 | $3,097-53.5% | $5,045-71.4% | $3,169-54.5% |
| Admin fee / account holder | $95 | $374-74.6% | $8,159-98.8% | $479-80.2% |