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 LLC8 years Filed as: ASCENSUS Service code 13 · EIN 11-3665754 | Contract Administrator | $25,112 |
OSAIC WEALTH INC2 years Service code 26 14800 FRYE ROAD 2ND FLOOR · FORT WORTH, TX 76155 | Advisory (Participants) | $11,728 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,520 | $100,923-75.7% | $150,045-83.7% | $74,304-67.0% |
| Participation rate | 54.1% | 70.1%-16.0pp | 82.3%-28.3pp | 60.3%-6.3pp |
| Annual return | 13.41% | 51.77%-38.4pp | 62.55%-49.1pp | 29.43%-16.0pp |
| Employer contribution / active EE | $0 | $3,463-100.0% | $4,693-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $1,319 | $6,709-80.3% | $7,997-83.5% | $3,767-65.0% |
| Admin fee / account holder | $238 | $2,767-91.4% | $13,435-98.2% | $2,969-92.0% |