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 9-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 LLC2+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $11,898 |
MIKE UYLAKI2+ years Filed as: MIKE PARVIS Service code 22 8880 E SPEEDWAY BLVD · TUCSON, AZ 857101832 | Insurance Broker | $6,779 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $10,998 | $74,024-85.1% | $77,999-85.9% | $57,658-80.9% |
| Participation rate | 84.1% | 79.7%+4.4pp | 75.5%+8.6pp | 70.2%+13.9pp |
| Annual return | 6.78% | 12.14%-5.4pp | 425.96%-419.2pp | 5.13%+1.7pp |
| Employer contribution / active EE | $615 | $2,365-74.0% | $2,470-75.1% | $1,974-68.8% |
| Participant deferral / active EE | $787 | $3,533-77.7% | $3,497-77.5% | $3,061-74.3% |
| Admin fee / account holder | $27 | $93-71.4% | $5,480-99.5% | $95-71.8% |