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 Filed as: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $0 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,743 | $81,248-73.2% | $155,509-86.0% | $80,856-73.1% |
| Participation rate | 78.5% | 66.2%+12.3pp | 78.2%+0.3pp | 67.6%+10.8pp |
| Annual return | 12.08% | 33.31%-21.2pp | 64.67%-52.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,526 | $3,100-50.8% | $4,672-67.3% | $2,755-44.6% |
| Participant deferral / active EE | $3,924 | $3,452+13.7% | $5,626-30.2% | $4,296-8.6% |
| Admin fee / account holder | $58 | $7,997-99.3% | $15,912-99.6% | $6,918-99.2% |