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 INSURANCE Service code 49 · EIN 71-0294708 PO BOX 9900067 · HARTFORD, CT 061990104 | Other Services | $91,939 |
Filed as: ASCEND RETIREMENT Service code 49 26108 N 49TH LANE · PHENIX, AZ 85093 | Other Services | $15,778 |
PENSION ASSURANCE LLP3 years Service code 10 · EIN 30-0840934 261085126 CLRETON DRIVE · AGOURA HILLS, CA 91301 | Accounting | $12,300 |
MMA SECURITIES LLC6 years Service code 99 · EIN 22-3570392 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,191 | $110,483-54.6% | $145,433-65.5% | $79,634-37.0% |
| Participation rate | 81.4% | 71.1%+10.3pp | 82.1%-0.7pp | 62.5%+18.9pp |
| Annual return | 16.21% | 24.62%-8.4pp | 66.58%-50.4pp | 36.46%-20.2pp |
| Employer contribution / active EE | $3,204 | $4,053-21.0% | $4,554-29.7% | $2,529+26.7% |
| Participant deferral / active EE | $6,822 | $7,216-5.5% | $7,897-13.6% | $3,835+77.9% |
| Admin fee / account holder | $365 | $680-46.4% | $13,129-97.2% | $1,002-63.6% |