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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE Service code 27 | Advisory (Plan) | $2,275 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 P.O BOX 734602 · CHICAGO, IL 60673 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,756 | $62,624-28.5% | $177,989-74.9% | $77,643-42.4% |
| Participation rate | 53.6% | 66.8%-13.3pp | 77.1%-23.5pp | 70.6%-17.0pp |
| Annual return | 14.53% | 16.16%-1.6pp | 294.48%-280.0pp | 31.24%-16.7pp |
| Employer contribution / active EE | $1,633 | $1,909-14.4% | $3,949-58.6% | $2,726-40.1% |
| Participant deferral / active EE | $2,894 | $4,219-31.4% | $6,276-53.9% | $4,647-37.7% |
| Admin fee / account holder | $85 | $386-78.1% | $10,363-99.2% | $430-80.3% |