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) | $37,163 |
ASCENSUS LLC5+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 99 · EIN 31-1560462 | Other Fees | $4,450 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $59,243 | $65,376-9.4% | $87,100-32.0% | $65,185-9.1% |
| Participation rate | 90.1% | 75.3%+14.8pp | 76.9%+13.2pp | 70.2%+19.9pp |
| Annual return | 20.51% | 31.27%-10.8pp | 28.19%-7.7pp | 29.38%-8.9pp |
| Employer contribution / active EE | $1,140 | $1,822-37.4% | $2,521-54.8% | $2,177-47.6% |
| Participant deferral / active EE | $2,871 | $3,388-15.3% | $4,049-29.1% | $3,514-18.3% |
| Admin fee / account holder | $307 | $520-41.0% | $7,497-95.9% | $847-63.8% |