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 | $19,852 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 49 | Other Services | $4,775 |
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 | $87,223 | $61,272+42.4% | $149,673-41.7% | $71,457+22.1% |
| Participation rate | 53.3% | 62.5%-9.3pp | 78.8%-25.5pp | 67.9%-14.7pp |
| Annual return | 17.14% | 35.85%-18.7pp | 134.42%-117.3pp | 28.85%-11.7pp |
| Employer contribution / active EE | $946 | $2,378-60.2% | $4,818-80.4% | $2,588-63.4% |
| Participant deferral / active EE | $3,376 | $2,917+15.7% | $5,680-40.6% | $4,289-21.3% |
| Admin fee / account holder | $9 | $1,261-99.3% | $13,210-99.9% | $1,587-99.4% |