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: RETIREMENT STRATEGIES GROUP, LLC Service code 49 · EIN 72-1450587 | Other Services | $26,975 |
MORNINGSTAR8+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $8,754 |
Filed as: VOYA RET INSURANCE AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $109,767 | $44,764+145.2% | $68,791+59.6% | $64,808+69.4% |
| Participation rate | 72.8% | 64.8%+8.0pp | 69.0%+3.8pp | 71.5%+1.3pp |
| Annual return | -15.17% | -10.91%-4.3pp | -6.38%-8.8pp | 32.82%-48.0pp |
| Employer contribution / active EE | $1,957 | $1,775+10.2% | $2,655-26.3% | $2,506-21.9% |
| Participant deferral / active EE | $4,916 | $3,238+51.8% | $3,941+24.7% | $4,310+14.1% |
| Admin fee / account holder | $59 | $151-60.9% | $4,932-98.8% | $188-68.5% |