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 3-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 |
|---|---|---|
Filed as: VOYA RET. INSURANCE AND ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $4,219 |
ASCENSUS LLC1+ years Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $0 |
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 | $26,520 | $47,722-44.4% | $82,719-67.9% | $64,808-59.1% |
| Participation rate | 89.2% | 67.6%+21.6pp | 72.6%+16.7pp | 71.5%+17.8pp |
| Annual return | -14.85% | -13.05%-1.8pp | 701.18%-716.0pp | 32.82%-47.7pp |
| Employer contribution / active EE | $1,320 | $2,179-39.4% | $3,009-56.1% | $2,506-47.3% |
| Participant deferral / active EE | $2,992 | $3,329-10.1% | $4,395-31.9% | $4,310-30.6% |
| Admin fee / account holder | $36 | $143-74.6% | $5,329-99.3% | $188-80.7% |