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: GW HENSSLER AND ASSOCIATES Service code 99 | Other Fees | $111,281 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES, LLC Service code 49 30 N LA SALLE ST STE 2624 · CHICAGO, IL 60602 | Other Services | $19,253 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 64 | Recordkeeping Fees | $5,622 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 99 · EIN 58-2189215 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,824 | $62,624+75.4% | $177,989-38.3% | $77,643+41.4% |
| Participation rate | 78.5% | 66.8%+11.6pp | 77.1%+1.4pp | 70.6%+7.9pp |
| Annual return | 13.94% | 16.16%-2.2pp | 294.48%-280.5pp | 31.24%-17.3pp |
| Employer contribution / active EE | $8,626 | $1,909+351.9% | $3,949+118.4% | $2,726+216.4% |
| Participant deferral / active EE | $4,639 | $4,219+9.9% | $6,276-26.1% | $4,647-0.2% |
| Admin fee / account holder | $28 | $386-92.7% | $10,363-99.7% | $430-93.4% |