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 10-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 |
|---|---|---|
Filed as: ONEASCENT FINANCIAL SERVICES, LLC Service code 27 23 INVERNESS CENTER PKWY · BIRMINGHAM, AL 35242 | Advisory (Plan) | $34,713 |
CORRELL CO.2 years Service code 13 · EIN 36-3492086 | Contract Administrator | $7,212 |
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 | $106,216 | $88,083+20.6% | $164,813-35.6% | $74,495+42.6% |
| Participation rate | 93.6% | 73.0%+20.6pp | 78.6%+15.0pp | 67.2%+26.4pp |
| Annual return | 12.48% | 17.26%-4.8pp | 69.93%-57.5pp | 1364.94%-1352.5pp |
| Employer contribution / active EE | $10,609 | $2,593+309.1% | $4,341+144.4% | $2,623+304.4% |
| Participant deferral / active EE | $5,557 | $4,498+23.5% | $6,031-7.9% | $4,346+27.9% |
| Admin fee / account holder | $283 | $2,234-87.3% | $12,690-97.8% | $1,942-85.4% |