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 LLC2 years Filed as: ASCENSUS C/O FUTUREPLAN Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $762 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,315 | $60,323-31.5% | $81,812-49.5% | $74,495-44.5% |
| Participation rate | 62.9% | 62.9%+0.1pp | 72.3%-9.4pp | 67.2%-4.3pp |
| Annual return | 14.15% | 16.90%-2.8pp | 773.79%-759.6pp | 1364.94%-1350.8pp |
| Employer contribution / active EE | $1,663 | $2,620-36.5% | $2,912-42.9% | $2,623-36.6% |
| Participant deferral / active EE | $2,662 | $3,387-21.4% | $4,319-38.4% | $4,346-38.7% |
| Admin fee / account holder | $16 | $1,486-98.9% | $7,386-99.8% | $1,942-99.2% |