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 |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES, INC. Service code 99 · EIN 33-0785439 | Other Fees | $17,523 |
SWEENEY MONTGOMERY3 years Service code 99 · EIN 30-0465754 | Other Fees | $11,682 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 C/O FUTUREPLAN PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $6,397 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI 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 | $80,003 | $71,050+12.6% | $93,606-14.5% | $80,856-1.1% |
| Participation rate | 83.3% | 60.4%+22.9pp | 68.7%+14.6pp | 67.6%+15.7pp |
| Annual return | 10.24% | 11.26%-1.0pp | 133.20%-123.0pp | 35.59%-25.4pp |
| Employer contribution / active EE | $673 | $1,564-57.0% | $2,420-72.2% | $2,755-75.6% |
| Participant deferral / active EE | $4,403 | $4,034+9.1% | $4,411-0.2% | $4,296+2.5% |
| Admin fee / account holder | $236 | $6,945-96.6% | $8,285-97.2% | $6,918-96.6% |