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: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $11,692 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $432 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $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 | $39,556 | $44,642-11.4% | $91,220-56.6% | $66,914-40.9% |
| Participation rate | 35.2% | 64.9%-29.7pp | 73.2%-38.0pp | 69.8%-34.6pp |
| Annual return | -16.26% | -12.29%-4.0pp | 114.01%-130.3pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,034 | $1,706-39.4% | $2,850-63.7% | $2,544-59.3% |
| Participant deferral / active EE | $1,865 | $3,349-44.3% | $4,234-56.0% | $4,237-56.0% |
| Admin fee / account holder | $34 | $521-93.4% | $5,420-99.4% | $593-94.2% |