See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 4-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $0 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $19,084 | $96,018-80.1% | $65,493-70.9% | $85,563-77.7% |
| Participation rate | 45.9% | 74.8%-28.9pp | 73.1%-27.2pp | 66.0%-20.1pp |
| Annual return | 15.96% | 14.51%+1.4pp | 982.45%-966.5pp | 31.51%-15.6pp |
| Employer contribution / active EE | $1,125 | $3,235-65.2% | $2,574-56.3% | $2,654-57.6% |
| Participant deferral / active EE | $1,794 | $4,055-55.7% | $3,961-54.7% | $4,375-59.0% |
| Admin fee / account holder | $13 | $271-95.1% | $5,028-99.7% | $834-98.4% |