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 5-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 | $18,842 |
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 | $24,231 | $24,733-2.0% | $69,647-65.2% | $74,495-67.5% |
| Participation rate | 93.9% | 63.5%+30.4pp | 66.5%+27.5pp | 67.2%+26.7pp |
| Annual return | 16.10% | 18.55%-2.5pp | 100.48%-84.4pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,959 | $1,001+195.7% | $1,712+72.8% | $2,623+12.8% |
| Participant deferral / active EE | $8,520 | $1,901+348.2% | $2,886+195.2% | $4,346+96.0% |
| Admin fee / account holder | $76 | $1,892-96.0% | $4,713-98.4% | $1,942-96.1% |