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 LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,257 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,321 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $967 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,577 | $84,487+17.9% | $125,339-20.6% | $66,914+48.8% |
| Participation rate | 48.8% | 76.4%-27.6pp | 82.4%-33.6pp | 69.8%-21.0pp |
| Annual return | -16.03% | -8.39%-7.6pp | 572.05%-588.1pp | 1.58%-17.6pp |
| Employer contribution / active EE | $2,400 | $3,553-32.5% | $4,814-50.1% | $2,544-5.7% |
| Participant deferral / active EE | $5,425 | $6,781-20.0% | $7,446-27.1% | $4,237+28.0% |
| Admin fee / account holder | $39 | $685-94.3% | $10,010-99.6% | $593-93.4% |