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.
| Provider | Service type | Compensation |
|---|---|---|
ASSOCIATED PENSION CONSULTANTS2+ years Service code 49 · EIN 11-3271022 | Other Services | $1,249 |
MORNINGSTAR2+ years Service code 26 | Advisory (Participants) | $760 |
Filed as: VOYA RETIREMENT INS & ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $11,947 | $77,314-84.5% | $177,989-93.3% | $80,856-85.2% |
| Participation rate | 96.4% | 65.7%+30.7pp | 77.1%+19.3pp | 67.6%+28.7pp |
| Annual return | 12.70% | 18.09%-5.4pp | 294.48%-281.8pp | 35.59%-22.9pp |
| Employer contribution / active EE | $1,668 | $2,292-27.2% | $3,949-57.8% | $2,755-39.5% |
| Participant deferral / active EE | $2,441 | $4,411-44.7% | $6,276-61.1% | $4,296-43.2% |
| Admin fee / account holder | $60 | $7,191-99.2% | $10,363-99.4% | $6,918-99.1% |