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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 | Other Services | $2,262 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $718 |
ALDEN CAPITAL1 year Filed as: J ALDEN ASSOCIATES INC. Service code 33 · EIN 23-2825319 | Securities brokerage; Securities brok... | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,036 | $101,883-22.4% | $453,369-82.6% | $85,850-7.9% |
| Participation rate | 100.0% | 72.3%+27.7pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 12.39% | 25.38%-13.0pp | 64.40%-52.0pp | 318.53%-306.1pp |
| Employer contribution / active EE | $4,524 | $2,847+58.9% | $4,070+11.1% | $2,565+76.4% |
| Participant deferral / active EE | $4,055 | $4,782-15.2% | $6,209-34.7% | $3,952+2.6% |
| Admin fee / account holder | $3,338 | $5,706-41.5% | $11,209-70.2% | $6,260-46.7% |