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 |
|---|---|---|
Service code 99 · EIN 82-1422516 | Other Fees | $41,230 |
ASCENSUS LLC5 years Filed as: ASCENSUS Service code 49 C/O FUTURE PLAN · CHICAGO, IL 60673 | Other Services | $7,828 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,544 | $100,923+65.0% | $150,045+11.0% | $74,304+124.1% |
| Participation rate | 73.6% | 70.1%+3.5pp | 82.3%-8.8pp | 60.3%+13.2pp |
| Annual return | 15.05% | 51.77%-36.7pp | 62.55%-47.5pp | 29.43%-14.4pp |
| Employer contribution / active EE | $5,428 | $3,463+56.7% | $4,693+15.7% | $2,241+142.2% |
| Participant deferral / active EE | $8,062 | $6,709+20.2% | $7,997+0.8% | $3,767+114.0% |
| Admin fee / account holder | $37 | $2,767-98.7% | $13,435-99.7% | $2,969-98.8% |