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 6-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 |
|---|---|---|
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $490 |
MORNINGSTAR3+ years Service code 27 | Advisory (Plan) | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,797 | $65,061-80.3% | $143,757-91.1% | $66,914-80.9% |
| Participation rate | 49.1% | 65.2%-16.0pp | 80.3%-31.2pp | 69.8%-20.7pp |
| Annual return | -17.49% | -11.14%-6.4pp | -0.04%-17.4pp | 1.58%-19.1pp |
| Employer contribution / active EE | $1,053 | $2,361-55.4% | $4,951-78.7% | $2,544-58.6% |
| Participant deferral / active EE | $1,808 | $2,919-38.0% | $5,637-67.9% | $4,237-57.3% |
| Admin fee / account holder | $28 | $502-94.4% | $14,673-99.8% | $593-95.2% |