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 LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $3,217 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $10 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,491 | $132,049-55.7% | $200,582-70.8% | $74,304-21.3% |
| Participation rate | 96.7% | 84.1%+12.6pp | 86.9%+9.8pp | 60.3%+36.3pp |
| Annual return | 23.52% | 22.22%+1.3pp | 42.33%-18.8pp | 29.43%-5.9pp |
| Employer contribution / active EE | $1,083 | $4,558-76.2% | $6,419-83.1% | $2,241-51.7% |
| Participant deferral / active EE | $4,320 | $7,213-40.1% | $9,331-53.7% | $3,767+14.7% |
| Admin fee / account holder | $54 | $2,405-97.8% | $16,305-99.7% | $2,969-98.2% |