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 |
|---|---|---|
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $4,636 |
MORNINGSTAR6 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,644 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $350 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,113 | $70,428+18.0% | $96,562-13.9% | $85,850-3.2% |
| Participation rate | 86.3% | 61.8%+24.5pp | 69.8%+16.5pp | 69.3%+17.0pp |
| Annual return | 17.64% | 18.59%-0.9pp | 37.78%-20.1pp | 318.53%-300.9pp |
| Employer contribution / active EE | $1,400 | $1,413-0.9% | $2,356-40.6% | $2,565-45.4% |
| Participant deferral / active EE | $3,611 | $2,894+24.8% | $3,849-6.2% | $3,952-8.6% |
| Admin fee / account holder | $18 | $4,997-99.6% | $6,181-99.7% | $6,260-99.7% |