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 | Other Services | $6,129 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,506 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $1,752 |
ASCENSUS LLC2 years Filed as: ASCENSUS C/O FUTURE PLAN Service code 49 P.O. BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
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 | $81,478 | $109,881-25.8% | $150,045-45.7% | $84,808-3.9% |
| Participation rate | 47.7% | 76.1%-28.4pp | 82.3%-34.6pp | 68.3%-20.6pp |
| Annual return | 16.35% | 28.25%-11.9pp | 62.55%-46.2pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,111 | $3,561-40.7% | $4,693-55.0% | $2,631-19.8% |
| Participant deferral / active EE | $10,503 | $6,636+58.3% | $7,997+31.3% | $4,212+149.4% |
| Admin fee / account holder | $65 | $8,568-99.2% | $13,435-99.5% | $7,344-99.1% |