Filed May 10, 2018
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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $18,064 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $4,638 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $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 | $70,799 | $65,061+8.8% | $143,757-50.8% | $66,914+5.8% |
| Participation rate | 54.7% | 65.2%-10.5pp | 80.3%-25.6pp | 69.8%-15.1pp |
| Annual return | -16.09% | -11.14%-5.0pp | -0.04%-16.0pp | 1.58%-17.7pp |
| Employer contribution / active EE | $820 | $2,361-65.2% | $4,951-83.4% | $2,544-67.8% |
| Participant deferral / active EE | $3,018 | $2,919+3.4% | $5,637-46.5% | $4,237-28.8% |
| Admin fee / account holder | $3 | $502-99.4% | $14,673-100.0% | $593-99.5% |