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 LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $5,113 |
MORNINGSTAR7 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $3,371 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 | Advisory (Plan) | $1,959 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,411 | $58,208+105.1% | $81,812+46.0% | $80,856+47.7% |
| Participation rate | 92.3% | 63.4%+28.9pp | 72.3%+20.0pp | 67.6%+24.7pp |
| Annual return | 14.34% | 41.66%-27.3pp | 773.79%-759.4pp | 35.59%-21.3pp |
| Employer contribution / active EE | $9,052 | $2,340+286.9% | $2,912+210.8% | $2,755+228.6% |
| Participant deferral / active EE | $6,965 | $3,281+112.3% | $4,319+61.3% | $4,296+62.1% |
| Admin fee / account holder | $16 | $4,981-99.7% | $7,386-99.8% | $6,918-99.8% |