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 LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $10,715 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $61,089 | $51,466+18.7% | $78,778-22.5% | $62,292-1.9% |
| Participation rate | 48.0% | 59.8%-11.8pp | 69.2%-21.2pp | 69.5%-21.5pp |
| Annual return | 17.57% | 19.96%-2.4pp | 35.62%-18.0pp | 28.90%-11.3pp |
| Employer contribution / active EE | $253 | $827-69.4% | $1,986-87.2% | $2,042-87.6% |
| Participant deferral / active EE | $2,760 | $2,147+28.5% | $2,958-6.7% | $3,169-12.9% |
| Admin fee / account holder | $104 | $489-78.7% | $5,134-98.0% | $479-78.3% |