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: ASCENSUS Service code 49 · EIN 11-3665754 | Other Services | $0 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $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 | $23,352 | $80,717-71.1% | $154,803-84.9% | $84,808-72.5% |
| Participation rate | 74.4% | 66.8%+7.6pp | 78.1%-3.7pp | 68.3%+6.1pp |
| Annual return | 17.42% | 37.96%-20.5pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,469 | $2,761-46.8% | $4,305-65.9% | $2,631-44.1% |
| Participant deferral / active EE | $3,181 | $3,303-3.7% | $5,540-42.6% | $4,212-24.5% |
| Admin fee / account holder | $65 | $6,746-99.0% | $14,329-99.5% | $7,344-99.1% |