See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $13,072 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,778 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,778 |
MORNINGSTAR9+ years Service code 26 · EIN 36-3297908 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,757 | $65,390+92.3% | $169,368-25.7% | $71,457+76.0% |
| Participation rate | 68.7% | 67.0%+1.8pp | 77.1%-8.4pp | 67.9%+0.8pp |
| Annual return | 15.94% | 21.31%-5.4pp | 405.60%-389.7pp | 28.85%-12.9pp |
| Employer contribution / active EE | $3,391 | $2,079+63.1% | $4,013-15.5% | $2,588+31.1% |
| Participant deferral / active EE | $3,652 | $4,367-16.4% | $6,221-41.3% | $4,289-14.8% |
| Admin fee / account holder | $224 | $1,324-83.1% | $9,003-97.5% | $1,587-85.9% |