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 LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $11,771 |
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 | $52,749 | $42,548+24.0% | $74,550-29.2% | $56,287-6.3% |
| Participation rate | 52.5% | 60.5%-8.0pp | 69.1%-16.6pp | 69.9%-17.4pp |
| Annual return | -6.36% | 12.40%-18.8pp | 32.53%-38.9pp | -9.96%+3.6pp |
| Employer contribution / active EE | $251 | $855-70.6% | $1,961-87.2% | $2,111-88.1% |
| Participant deferral / active EE | $2,539 | $2,277+11.5% | $3,108-18.3% | $3,350-24.2% |
| Admin fee / account holder | $108 | $467-76.9% | $5,060-97.9% | $521-79.3% |