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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $5,652 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,303 | $50,815-22.7% | $155,509-74.7% | $77,643-49.4% |
| Participation rate | 65.8% | 63.1%+2.7pp | 78.2%-12.4pp | 70.6%-4.8pp |
| Annual return | 26.94% | 34.80%-7.9pp | 64.67%-37.7pp | 31.24%-4.3pp |
| Employer contribution / active EE | $2,344 | $1,993+17.6% | $4,672-49.8% | $2,726-14.0% |
| Participant deferral / active EE | $4,562 | $2,822+61.7% | $5,626-18.9% | $4,647-1.8% |
| Admin fee / account holder | $85 | $437-80.5% | $15,912-99.5% | $430-80.2% |