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 LLC2 years Filed as: SCP RETIREMENT SERVICES LLC Service code 49 · EIN 71-0294708 | Other Services | $16,960 |
EISNERAMPER LLP3 years Service code 99 · EIN 87-1363769 | Other Fees | $16,200 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,514 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,489 | $96,018+5.7% | $65,493+55.0% | $85,563+18.6% |
| Participation rate | 91.8% | 74.8%+17.0pp | 73.1%+18.7pp | 66.0%+25.8pp |
| Annual return | 15.30% | 14.51%+0.8pp | 982.45%-967.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $2,806 | $3,235-13.3% | $2,574+9.0% | $2,654+5.8% |
| Participant deferral / active EE | $3,256 | $4,055-19.7% | $3,961-17.8% | $4,375-25.6% |
| Admin fee / account holder | $83 | $271-69.5% | $5,028-98.4% | $834-90.1% |