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 LLC3 years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 | Other Services | $1,922 |
MORNINGSTAR3 years Service code 27 | Advisory (Plan) | $543 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $227 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,244 | $154,365-73.3% | $130,231-68.3% | $139,434-70.4% |
| Participation rate | 0.0% | 79.9%-79.9pp | 76.3%-76.3pp | 80.3%-80.3pp |
| Annual return | 6.87% | 30.34%-23.5pp | 38.77%-31.9pp | 372.94%-366.1pp |
| Employer contribution / active EE | $0 | $5,170-100.0% | $4,126-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $0 | $8,498-100.0% | $6,799-100.0% | $6,710-100.0% |
| Admin fee / account holder | $49,480 | $9,214+437.0% | $6,020+722.0% | $11,403+333.9% |