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 |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $169,533 |
ASCENSUS LLC1 year Filed as: ERISA SERVICES MIDWEST, LLC. Service code 49 P.O. BOX 24628 · FARRAGUT, TN 37934 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,748 | $44,897-38.2% | $84,966-67.3% | $199,593-86.1% |
| Participation rate | 23.6% | 45.7%-22.1pp | 67.5%-43.9pp | 72.0%-48.4pp |
| Annual return | 15.23% | 20.96%-5.7pp | 66.38%-51.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $520 | $1,365-61.9% | $2,727-80.9% | $3,034-82.9% |
| Participant deferral / active EE | $1,321 | $2,668-50.5% | $4,519-70.8% | $5,087-74.0% |
| Admin fee / account holder | $399 | $584-31.7% | $6,149-93.5% | $269+48.4% |