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 LLC3+ years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · FARRAGUT, TN 37934 | Other Services | $5,802 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,277 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,801 | $40,278-58.3% | $80,569-79.1% | $80,160-79.0% |
| Participation rate | 14.2% | 47.5%-33.4pp | 67.0%-52.8pp | 72.9%-58.8pp |
| Annual return | 32.20% | 50.86%-18.7pp | 935.43%-903.2pp | 40.38%-8.2pp |
| Employer contribution / active EE | $431 | $1,332-67.6% | $2,723-84.2% | $2,978-85.5% |
| Participant deferral / active EE | $1,087 | $2,696-59.7% | $4,447-75.6% | $5,017-78.3% |
| Admin fee / account holder | $124 | $210-41.0% | $5,377-97.7% | $145-14.4% |