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 LLC1+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 99 · EIN 31-1560462 | Other Fees | $7,486 |
CROWE LLP1+ years Filed as: CROWE HORWATH LLP Service code 99 · EIN 35-0921680 | Other Fees | $6,924 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,409 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $44,547 | $52,884-15.8% | $84,750-47.4% | $55,167-19.3% |
| Participation rate | 76.3% | 67.5%+8.8pp | 76.6%-0.2pp | 69.0%+7.4pp |
| Annual return | 0.58% | 18.03%-17.5pp | 22.78%-22.2pp | 169.23%-168.6pp |
| Employer contribution / active EE | $9,740 | $2,233+336.1% | $3,574+172.5% | $1,963+396.3% |
| Participant deferral / active EE | $419 | $2,644-84.1% | $3,712-88.7% | $3,054-86.3% |
| Admin fee / account holder | $71 | $581-87.8% | $5,332-98.7% | $504-86.0% |