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 |
|---|---|---|
EISNERAMPER LLP1 year Filed as: EISNERAMPER Service code 99 · EIN 87-1353108 | Other Fees | $25,048 |
LEVERTY FINANCIAL GROUP5 years Service code 99 · EIN 85-3028301 | Other Fees | $17,578 |
ASCENSUS LLC4 years Filed as: FUTUREPLAN BY ASCENSUS Service code 99 · EIN 82-3719843 | Other Fees | $11,510 |
MORNINGSTAR8 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,682 |
Filed as: VOYA RETIREMENT INSURANCE Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $500 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $4 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,430 | $55,415+166.0% | $155,509-5.2% | $74,495+97.9% |
| Participation rate | 97.9% | 61.9%+36.0pp | 78.2%+19.7pp | 67.2%+30.7pp |
| Annual return | 13.09% | 268.50%-255.4pp | 64.67%-51.6pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $6,908 | $2,267+204.7% | $4,672+47.8% | $2,623+163.4% |
| Participant deferral / active EE | $6,509 | $2,836+129.5% | $5,626+15.7% | $4,346+49.8% |
| Admin fee / account holder | $274 | $1,738-84.2% | $15,912-98.3% | $1,942-85.9% |