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 82-3719843 | Other Services | $3,479 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,183 | $61,156-76.8% | $185,823-92.4% | $79,386-82.1% |
| Participation rate | 57.3% | 66.6%-9.3pp | 81.7%-24.4pp | 70.7%-13.4pp |
| Annual return | 18.30% | 19.45%-1.2pp | 122.05%-103.8pp | 116.85%-98.6pp |
| Employer contribution / active EE | $269 | $2,321-88.4% | $5,167-94.8% | $2,427-88.9% |
| Participant deferral / active EE | $1,134 | $2,789-59.3% | $5,568-79.6% | $4,046-72.0% |
| Admin fee / account holder | $46 | $710-93.6% | $16,237-99.7% | $626-92.7% |