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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 | Other Services | $35,388 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 401 BROADHOLLOW RD STE 403 · MELVILLE, NY 11747 | Other Services | $0 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $51,890 | $131,799-60.6% | $200,582-74.1% | $85,563-39.4% |
| Participation rate | 47.5% | 87.9%-40.5pp | 86.9%-39.4pp | 66.0%-18.5pp |
| Annual return | 17.66% | 21.59%-3.9pp | 42.33%-24.7pp | 31.51%-13.9pp |
| Employer contribution / active EE | $1,382 | $4,532-69.5% | $6,419-78.5% | $2,654-47.9% |
| Participant deferral / active EE | $3,363 | $7,702-56.3% | $9,331-64.0% | $4,375-23.1% |
| Admin fee / account holder | $102 | $235-56.7% | $16,305-99.4% | $834-87.8% |