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: SCP RETIREMENT SERVICES, LLC Service code 49 30 N. LASALLE ST., SUITE 2624 · CHICAGO, IL 60602 | Other Services | $12,225 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,612 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $60,824 | $82,917-26.6% | $103,333-41.1% | $77,643-21.7% |
| Participation rate | 64.9% | 71.6%-6.7pp | 74.5%-9.6pp | 70.6%-5.7pp |
| Annual return | 12.34% | 19.13%-6.8pp | 24.88%-12.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $1,386 | $3,552-61.0% | $3,868-64.2% | $2,726-49.2% |
| Participant deferral / active EE | $4,591 | $4,108+11.8% | $5,057-9.2% | $4,647-1.2% |
| Admin fee / account holder | $77 | $638-87.9% | $8,355-99.1% | $430-82.0% |