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 | $2,130 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,440 | $42,548-66.1% | $74,550-80.6% | $56,287-74.3% |
| Participation rate | 83.7% | 60.5%+23.2pp | 69.1%+14.5pp | 69.9%+13.8pp |
| Annual return | -4.74% | 12.40%-17.1pp | 32.53%-37.3pp | -9.96%+5.2pp |
| Employer contribution / active EE | $495 | $855-42.1% | $1,961-74.8% | $2,111-76.5% |
| Participant deferral / active EE | $2,370 | $2,277+4.1% | $3,108-23.8% | $3,350-29.3% |
| Admin fee / account holder | $6 | $467-98.7% | $5,060-99.9% | $521-98.9% |