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 LLC6 years Service code 15 · EIN 11-3665754 | Recordkeeping | $35,874 |
Service code 27 2955 E 1ST AVE · DENVER, CO 80206 | Advisory (Plan) | $8,026 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,766 | $60,323-77.2% | $81,812-83.2% | $74,495-81.5% |
| Participation rate | 90.7% | 62.9%+27.9pp | 72.3%+18.4pp | 67.2%+23.5pp |
| Annual return | 25.33% | 16.90%+8.4pp | 773.79%-748.5pp | 1364.94%-1339.6pp |
| Employer contribution / active EE | $885 | $2,620-66.2% | $2,912-69.6% | $2,623-66.3% |
| Participant deferral / active EE | $2,430 | $3,387-28.3% | $4,319-43.7% | $4,346-44.1% |
| Admin fee / account holder | $243 | $1,486-83.6% | $7,386-96.7% | $1,942-87.5% |