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: ERISA SERVICES MIDWEST, LLC Service code 49 P. O. BOX 24628 · FARRAGUT, TN 37934 | Other Services | $15,722 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,168 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,527 | $102,553-9.8% | $151,611-39.0% | $66,914+38.3% |
| Participation rate | 73.0% | 85.5%-12.5pp | 87.5%-14.5pp | 69.8%+3.2pp |
| Annual return | 7.87% | -10.82%+18.7pp | 3.33%+4.5pp | 1.58%+6.3pp |
| Employer contribution / active EE | $2,732 | $4,180-34.6% | $6,166-55.7% | $2,544+7.4% |
| Participant deferral / active EE | $3,596 | $6,641-45.8% | $8,363-57.0% | $4,237-15.1% |
| Admin fee / account holder | $21 | $630-96.7% | $11,616-99.8% | $593-96.4% |