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 LLC4 years Filed as: ASCENSUS Service code 49 · EIN 71-0294708 | Other Services | $12,721 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $4,920 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,193 | $101,499+118.9% | $147,005+51.1% | $74,546+198.1% |
| Participation rate | 91.5% | 75.5%+16.0pp | 82.2%+9.4pp | 67.2%+24.3pp |
| Annual return | 14.75% | 8732.34%-8717.6pp | 418.76%-404.0pp | 1366.03%-1351.3pp |
| Employer contribution / active EE | $5,448 | $3,811+42.9% | $4,934+10.4% | $2,624+107.6% |
| Participant deferral / active EE | $10,760 | $7,304+47.3% | $8,070+33.3% | $4,347+147.5% |
| Admin fee / account holder | $49 | $1,748-97.2% | $13,006-99.6% | $1,944-97.5% |