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 49 C/O FUTURE PLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,936 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $198 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,430 | $82,917-80.2% | $103,333-84.1% | $77,643-78.8% |
| Participation rate | 56.9% | 71.6%-14.7pp | 74.5%-17.7pp | 70.6%-13.7pp |
| Annual return | 14.38% | 19.13%-4.7pp | 24.88%-10.5pp | 31.24%-16.9pp |
| Employer contribution / active EE | $2,028 | $3,552-42.9% | $3,868-47.6% | $2,726-25.6% |
| Participant deferral / active EE | $832 | $4,108-79.7% | $5,057-83.5% | $4,647-82.1% |
| Admin fee / account holder | $99 | $638-84.5% | $8,355-98.8% | $430-77.0% |