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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,110 |
ASCENSUS LLC10+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $4,374 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,223 | $86,944-39.9% | $107,525-51.4% | $74,304-29.7% |
| Participation rate | 66.3% | 59.6%+6.8pp | 75.1%-8.7pp | 60.3%+6.0pp |
| Annual return | 10.66% | 23.52%-12.9pp | 181.32%-170.7pp | 29.43%-18.8pp |
| Employer contribution / active EE | $2,070 | $2,757-24.9% | $3,754-44.8% | $2,241-7.6% |
| Participant deferral / active EE | $2,718 | $3,554-23.5% | $5,116-46.9% | $3,767-27.8% |
| Admin fee / account holder | $116 | $3,727-96.9% | $8,919-98.7% | $2,969-96.1% |