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 7-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 Service code 15 · EIN 11-3665754 | Recordkeeping | $15,865 |
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 | $10,082 | $48,335-79.1% | $121,098-91.7% | $71,457-85.9% |
| Participation rate | 79.6% | 54.3%+25.3pp | 69.5%+10.1pp | 67.9%+11.7pp |
| Annual return | 18.08% | 23.32%-5.2pp | 985.75%-967.7pp | 28.85%-10.8pp |
| Employer contribution / active EE | $0 | $1,489-100.0% | $4,164-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $1,040 | $2,754-62.2% | $4,080-74.5% | $4,289-75.7% |
| Admin fee / account holder | $81 | $1,841-95.6% | $5,644-98.6% | $1,587-94.9% |