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: FUTUREPLAN BY ASCENSUS Service code 49 | Other Services | $5,555 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,051 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,339 |
ASCENSUS LLC1 year Filed as: FUTURE PLAN BY ASCENSUS Service code 49 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,966 | $82,202-63.5% | $125,339-76.1% | $64,808-53.8% |
| Participation rate | 40.5% | 77.9%-37.4pp | 82.4%-41.9pp | 71.5%-31.0pp |
| Annual return | -16.06% | 3.48%-19.5pp | 572.05%-588.1pp | 32.82%-48.9pp |
| Employer contribution / active EE | $1,443 | $3,615-60.1% | $4,814-70.0% | $2,506-42.4% |
| Participant deferral / active EE | $2,156 | $7,175-69.9% | $7,446-71.0% | $4,310-50.0% |
| Admin fee / account holder | $83 | $163-49.3% | $10,010-99.2% | $188-56.0% |