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 26 | Advisory (Participants) | $3,635 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $3,226 |
Annual investment return 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 | $20,271 | $47,126-57.0% | $149,673-86.5% | $74,419-72.8% |
| Participation rate | 76.5% | 63.4%+13.1pp | 78.8%-2.2pp | 70.7%+5.8pp |
| Annual return | 13.31% | 22.75%-9.4pp | 134.42%-121.1pp | 34.38%-21.1pp |
| Employer contribution / active EE | $923 | $1,905-51.5% | $4,818-80.8% | $2,637-65.0% |
| Participant deferral / active EE | $1,206 | $2,728-55.8% | $5,680-78.8% | $4,528-73.4% |
| Admin fee / account holder | $146 | $343-57.5% | $13,210-98.9% | $348-58.2% |