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: ERISA SERVICES MIDWEST, LLC Service code 49 P. O. BOX 24628 · FARRAGUT, TN 37934 | Other Services | $7,842 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $4,988 |
Annual investment return 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 | $98,591 | $130,194-24.3% | $169,993-42.0% | $71,457+38.0% |
| Participation rate | 78.7% | 86.1%-7.4pp | 87.0%-8.3pp | 67.9%+10.8pp |
| Annual return | 14.59% | 20.37%-5.8pp | 53.37%-38.8pp | 28.85%-14.3pp |
| Employer contribution / active EE | $3,135 | $4,381-28.4% | $6,785-53.8% | $2,588+21.2% |
| Participant deferral / active EE | $4,221 | $6,923-39.0% | $10,408-59.4% | $4,289-1.6% |
| Admin fee / account holder | $146 | $966-84.9% | $12,815-98.9% | $1,587-90.8% |