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 LLC2 years Filed as: FUTURE BY ASCENSUS - QBI Service code 13 PO BOX 734602 · CHICAGO, IL 60673 | Contract Administrator | $1,600 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $795 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,856 | $54,350-69.0% | $82,719-79.6% | $68,494-75.4% |
| Participation rate | 71.1% | 63.9%+7.2pp | 72.6%-1.4pp | 67.9%+3.2pp |
| Annual return | -15.29% | -13.67%-1.6pp | 701.18%-716.5pp | -7.84%-7.4pp |
| Employer contribution / active EE | $0 | $2,218-100.0% | $3,009-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,180 | $3,246-32.8% | $4,395-50.4% | $4,027-45.9% |
| Admin fee / account holder | $106 | $4,395-97.6% | $5,329-98.0% | $5,403-98.0% |