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 LLC3 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $7,558 |
MORNINGSTAR5 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 27 · EIN 36-4317381 | Advisory (Plan) | $3,096 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $518 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,546 | $91,407+16.6% | $135,903-21.6% | $71,457+49.1% |
| Participation rate | 53.7% | 75.7%-21.9pp | 81.9%-28.2pp | 67.9%-14.2pp |
| Annual return | 18.86% | 29.90%-11.0pp | 68.23%-49.4pp | 28.85%-10.0pp |
| Employer contribution / active EE | $2,460 | $3,703-33.6% | $4,856-49.4% | $2,588-4.9% |
| Participant deferral / active EE | $5,528 | $7,092-22.1% | $7,758-28.7% | $4,289+28.9% |
| Admin fee / account holder | $26 | $1,266-97.9% | $10,762-99.8% | $1,587-98.4% |