See peer percentile detail with Solo.
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 10-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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $69,723 |
ASCENSUS LLC3 years Filed as: FORUS ADVISORS LLC Service code 99 · EIN 46-1803145 | Other Fees | $6,038 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $91,419 | $54,517+67.7% | $75,972+20.3% | $74,495+22.7% |
| Participation rate | 58.0% | 60.3%-2.3pp | 69.1%-11.1pp | 67.2%-9.2pp |
| Annual return | 11.49% | 31.82%-20.3pp | 359.55%-348.1pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $0 | $1,777-100.0% | $2,685-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $4,559 | $3,066+48.7% | $4,255+7.1% | $4,346+4.9% |
| Admin fee / account holder | $484 | $2,229-78.3% | $6,467-92.5% | $1,942-75.1% |