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 |
|---|---|---|
POSTLETHWAITE & NETTERVILLE3 years Filed as: POSTLETHWAITE AND NETTERVILLE Service code 99 · EIN 72-0700829 | Other Fees | $17,968 |
ASCENSUS LLC1 year Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-1450587 | Other Services | $3,800 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $55,179 | $59,584-7.4% | $86,874-36.5% | $79,386-30.5% |
| Participation rate | 55.9% | 67.7%-11.8pp | 71.6%-15.7pp | 70.7%-14.8pp |
| Annual return | 9.24% | 23.15%-13.9pp | 63.52%-54.3pp | 116.85%-107.6pp |
| Employer contribution / active EE | $1,480 | $1,768-16.3% | $2,495-40.7% | $2,427-39.0% |
| Participant deferral / active EE | $3,200 | $3,036+5.4% | $3,699-13.5% | $4,046-20.9% |
| Admin fee / account holder | $134 | $604-77.8% | $5,828-97.7% | $626-78.6% |