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 Service code 15 · EIN 11-3665754 | Recordkeeping | $3,585 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,104 | $49,138-67.2% | $84,015-80.8% | $65,185-75.3% |
| Participation rate | 87.0% | 60.7%+26.3pp | 69.0%+18.0pp | 70.2%+16.8pp |
| Annual return | 15.59% | 23.00%-7.4pp | 71.31%-55.7pp | 29.38%-13.8pp |
| Employer contribution / active EE | $500 | $914-45.3% | $1,983-74.8% | $2,177-77.0% |
| Participant deferral / active EE | $2,280 | $2,397-4.9% | $3,239-29.6% | $3,514-35.1% |
| Admin fee / account holder | $10 | $543-98.2% | $6,101-99.8% | $847-98.9% |