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 |
|---|---|---|
Service code 99 · EIN 82-5499775 | Other Fees | $33,516 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,537 |
ASCENSUS LLC1 year Filed as: MAP RETIREMENT USA, LLC Service code 49 · EIN 71-0294708 | Other Services | $6,749 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $83,428 | $106,028-21.3% | $146,958-43.2% | $77,643+7.5% |
| Participation rate | 61.6% | 78.4%-16.8pp | 82.2%-20.6pp | 70.6%-9.0pp |
| Annual return | 20.51% | 56.73%-36.2pp | 418.34%-397.8pp | 31.24%-10.7pp |
| Employer contribution / active EE | $0 | $4,063-100.0% | $4,933-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $9,603 | $7,990+20.2% | $8,070+19.0% | $4,647+106.6% |
| Admin fee / account holder | $60 | $337-82.3% | $12,998-99.5% | $430-86.1% |