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 4-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 LLC2+ years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $4,614 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $12,429 | $37,317-66.7% | $77,024-83.9% | $77,904-84.0% |
| Participation rate | 13.9% | 46.9%-33.0pp | 67.9%-54.0pp | 73.7%-59.8pp |
| Annual return | -14.17% | -5.88%-8.3pp | 42.32%-56.5pp | 12.21%-26.4pp |
| Employer contribution / active EE | $371 | $1,218-69.6% | $2,812-86.8% | $2,848-87.0% |
| Participant deferral / active EE | $989 | $2,564-61.4% | $4,426-77.7% | $4,806-79.4% |
| Admin fee / account holder | $87 | $126-30.6% | $5,425-98.4% | $133-34.2% |