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 LLC3 years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 49 · EIN 62-1700633 | Other Services | $0 |
Filed as: VOYA RETIREMENT SERVICES, LLC Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,396 | $45,031+3.0% | $84,966-45.4% | $77,643-40.2% |
| Participation rate | 40.3% | 48.7%-8.4pp | 67.5%-27.2pp | 70.6%-30.3pp |
| Annual return | 11.40% | 79.22%-67.8pp | 66.38%-55.0pp | 31.24%-19.8pp |
| Employer contribution / active EE | $207 | $1,609-87.2% | $2,727-92.4% | $2,726-92.4% |
| Participant deferral / active EE | $1,762 | $2,807-37.2% | $4,519-61.0% | $4,647-62.1% |
| Admin fee / account holder | $269 | $912-70.5% | $6,149-95.6% | $430-37.4% |