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 |
|---|---|---|
THE ASCENT GROUP, LLC2 years Service code 99 · EIN 86-3001816 | Other Fees | $29,167 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 15 · EIN 71-0294708 | Recordkeeping | $26,992 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,844 | $59,054+4.7% | $97,226-36.4% | $77,643-20.3% |
| Participation rate | 93.0% | 67.9%+25.1pp | 72.7%+20.3pp | 70.6%+22.4pp |
| Annual return | 15.83% | 16.96%-1.1pp | 75.13%-59.3pp | 31.24%-15.4pp |
| Employer contribution / active EE | $1,743 | $1,7420% | $2,729-36.1% | $2,726-36.1% |
| Participant deferral / active EE | $5,606 | $3,930+42.7% | $4,264+31.5% | $4,647+20.6% |
| Admin fee / account holder | $55 | $346-84.1% | $5,654-99.0% | $430-87.2% |