Filed April 28, 2016
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: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 71-0294708 | Other Services | $13,112 |
EISNERAMPER LLP1 year Service code 99 · EIN 87-1363769 | Other Fees | $11,500 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,811 | $83,884-8.4% | $64,056+19.9% | $74,419+3.2% |
| Participation rate | 88.5% | 76.6%+11.9pp | 72.3%+16.2pp | 70.7%+17.7pp |
| Annual return | 18.41% | 16.57%+1.8pp | 33.69%-15.3pp | 34.38%-16.0pp |
| Employer contribution / active EE | $2,519 | $3,084-18.3% | $2,747-8.3% | $2,637-4.5% |
| Participant deferral / active EE | $2,879 | $3,692-22.0% | $3,880-25.8% | $4,528-36.4% |
| Admin fee / account holder | $54 | $196-72.5% | $3,068-98.2% | $348-84.5% |