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 year Filed as: ERISA SERVICES MIDWEST Service code 99 · EIN 11-1000111 | Other Fees | $244 |
Filed as: VOYA RET. INSUR. & ANNUITY COMPANY Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,121 | $61,272-21.5% | $149,673-67.8% | $71,457-32.7% |
| Participation rate | 34.9% | 62.5%-27.6pp | 78.8%-43.9pp | 67.9%-33.0pp |
| Annual return | 9.51% | 35.85%-26.3pp | 134.42%-124.9pp | 28.85%-19.3pp |
| Employer contribution / active EE | $817 | $2,378-65.6% | $4,818-83.0% | $2,588-68.4% |
| Participant deferral / active EE | $1,369 | $2,917-53.1% | $5,680-75.9% | $4,289-68.1% |
| Admin fee / account holder | $525 | $1,261-58.4% | $13,210-96.0% | $1,587-66.9% |