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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,238 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 30 N LA SALLE STE 2624 · CHICAGO, IL 60602 | Other Services | $9,483 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $6,514 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,386 | $102,382+41.0% | $147,005-1.8% | $80,874+78.5% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 19.06% | 134.89%-115.8pp | 418.76%-399.7pp | 35.62%-16.6pp |
| Employer contribution / active EE | $19,172 | $3,715+416.1% | $4,934+288.5% | $2,756+595.7% |
| Participant deferral / active EE | $10,931 | $6,646+64.5% | $8,070+35.5% | $4,297+154.4% |
| Admin fee / account holder | $119 | $7,942-98.5% | $13,006-99.1% | $6,935-98.3% |