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 7-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 37 · EIN 04-2647786 | Loan Processing | $29,408 |
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,500 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS, INC. Service code 49 · EIN 82-3719843 | Other Services | $9,793 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,670 |
Filed as: VOYA RETIREMENT INSURANCE Service code 49 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,599 | $86,944+73.2% | $107,525+40.1% | $74,304+102.7% |
| Participation rate | 82.8% | 59.6%+23.2pp | 75.1%+7.7pp | 60.3%+22.4pp |
| Annual return | 20.44% | 23.52%-3.1pp | 181.32%-160.9pp | 29.43%-9.0pp |
| Employer contribution / active EE | $2,145 | $2,757-22.2% | $3,754-42.9% | $2,241-4.3% |
| Participant deferral / active EE | $10,115 | $3,554+184.6% | $5,116+97.7% | $3,767+168.5% |
| Admin fee / account holder | $292 | $3,727-92.2% | $8,919-96.7% | $2,969-90.2% |