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 INSUR AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,224 |
ASCENSUS LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 99 · EIN 31-1560462 | Other Fees | $2,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,185 | $56,199+16.0% | $67,652-3.6% | $59,632+9.3% |
| Participation rate | 69.7% | 71.5%-1.8pp | 75.7%-6.0pp | 68.7%+1.0pp |
| Annual return | -1.97% | 18505.31%-18507.3pp | 6625.04%-6627.0pp | 2041.28%-2043.3pp |
| Employer contribution / active EE | $580 | $1,614-64.0% | $2,266-74.4% | $2,203-73.6% |
| Participant deferral / active EE | $1,569 | $2,844-44.8% | $3,560-55.9% | $3,192-50.8% |
| Admin fee / account holder | $28 | $3,958-99.3% | $4,821-99.4% | $4,297-99.4% |