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 26 | Advisory (Participants) | $3,743 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,426 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,531 | $46,292-62.1% | $143,757-87.8% | $64,808-72.9% |
| Participation rate | 46.5% | 64.2%-17.7pp | 80.3%-33.8pp | 71.5%-25.0pp |
| Annual return | -14.27% | -10.05%-4.2pp | -0.04%-14.2pp | 32.82%-47.1pp |
| Employer contribution / active EE | $851 | $1,910-55.4% | $4,951-82.8% | $2,506-66.0% |
| Participant deferral / active EE | $1,139 | $2,646-56.9% | $5,637-79.8% | $4,310-73.6% |
| Admin fee / account holder | $25 | $154-83.9% | $14,673-99.8% | $188-86.8% |