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 LLC1 year Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $17,321 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $777 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $117 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,466 | $58,208-30.5% | $81,812-50.5% | $80,856-50.0% |
| Participation rate | 94.3% | 63.4%+30.8pp | 72.3%+21.9pp | 67.6%+26.6pp |
| Annual return | 17.98% | 41.66%-23.7pp | 773.79%-755.8pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,056 | $2,340-12.2% | $2,912-29.4% | $2,755-25.4% |
| Participant deferral / active EE | $3,295 | $3,281+0.4% | $4,319-23.7% | $4,296-23.3% |
| Admin fee / account holder | $209 | $4,981-95.8% | $7,386-97.2% | $6,918-97.0% |