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 |
|---|---|---|
EAD GULF COAST, LLC1 year Service code 99 · EIN 33-3000333 | Other Fees | $11,500 |
ASCENSUS LLC3 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-1450587 | Other Services | $4,459 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,260 |
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 | $88,487 | $56,423+56.8% | $77,163+14.7% | $71,457+23.8% |
| Participation rate | 54.1% | 64.3%-10.2pp | 69.6%-15.5pp | 67.9%-13.8pp |
| Annual return | 12.65% | 19.05%-6.4pp | 37.87%-25.2pp | 28.85%-16.2pp |
| Employer contribution / active EE | $1,911 | $1,866+2.4% | $2,535-24.6% | $2,588-26.1% |
| Participant deferral / active EE | $4,507 | $3,142+43.4% | $3,833+17.6% | $4,289+5.1% |
| Admin fee / account holder | $197 | $1,429-86.2% | $5,472-96.4% | $1,587-87.6% |