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 82-3719843 | Other Services | $624 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $207 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $27 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,963 | $65,061-77.0% | $143,757-89.6% | $66,914-77.6% |
| Participation rate | 46.9% | 65.2%-18.3pp | 80.3%-33.4pp | 69.8%-22.9pp |
| Annual return | -16.32% | -11.14%-5.2pp | -0.04%-16.3pp | 1.58%-17.9pp |
| Employer contribution / active EE | $389 | $2,361-83.5% | $4,951-92.2% | $2,544-84.7% |
| Participant deferral / active EE | $998 | $2,919-65.8% | $5,637-82.3% | $4,237-76.4% |
| Admin fee / account holder | $39 | $502-92.2% | $14,673-99.7% | $593-93.4% |