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 9-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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $74,928 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 99 · EIN 35-2552359 | Other Fees | $32,644 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $17,890 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,312 | $53,136-88.1% | $155,509-95.9% | $199,593-96.8% |
| Participation rate | 89.7% | 64.1%+25.6pp | 78.2%+11.5pp | 72.0%+17.7pp |
| Annual return | 14.04% | 41.15%-27.1pp | 64.67%-50.6pp | 34.25%-20.2pp |
| Employer contribution / active EE | $0 | $1,851-100.0% | $4,672-100.0% | $3,034-100.0% |
| Participant deferral / active EE | $1,916 | $3,161-39.4% | $5,626-65.9% | $5,087-62.3% |
| Admin fee / account holder | $59 | $185-68.2% | $15,912-99.6% | $269-78.0% |