Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,051 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 13 · EIN 71-0294708 | Contract Administrator | $11,475 |
ASCENSUS LLC3 years Filed as: ERISA SERVICES MIDWEST, LLC Service code 49 PO BOX 24628 · GARRAGUT, TN 37934 | Other Services | $7,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,790 | $78,976-31.9% | $100,383-46.4% | $74,546-27.8% |
| Participation rate | 62.9% | 79.5%-16.5pp | 81.5%-18.6pp | 67.2%-4.3pp |
| Annual return | 14.96% | 20.62%-5.7pp | 49.26%-34.3pp | 1366.03%-1351.1pp |
| Employer contribution / active EE | $4,270 | $3,019+41.4% | $3,944+8.3% | $2,624+62.7% |
| Participant deferral / active EE | $8,739 | $7,758+12.6% | $8,086+8.1% | $4,347+101.0% |
| Admin fee / account holder | $102 | $1,330-92.3% | $7,900-98.7% | $1,944-94.7% |