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 ADV, LLC Service code 26 · EIN 02-0488491 230 PARK AVE · NEW YORK, NY 10169 | Advisory (Participants) | $8,380 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $5,299 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,332 | $59,417-30.4% | $93,606-55.8% | $74,495-44.5% |
| Participation rate | 85.2% | 59.7%+25.6pp | 68.7%+16.5pp | 67.2%+18.0pp |
| Annual return | 14.52% | 81.83%-67.3pp | 133.20%-118.7pp | 1364.94%-1350.4pp |
| Employer contribution / active EE | $3,068 | $1,264+142.8% | $2,420+26.8% | $2,623+17.0% |
| Participant deferral / active EE | $4,976 | $3,050+63.1% | $4,411+12.8% | $4,346+14.5% |
| Admin fee / account holder | $37 | $3,021-98.8% | $8,285-99.6% | $1,942-98.1% |