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 LLC2 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $3,897 |
MORNINGSTAR7 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,716 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $470 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,900 | $59,805+25.2% | $79,550-5.8% | $68,494+9.4% |
| Participation rate | 89.7% | 61.1%+28.6pp | 69.5%+20.2pp | 67.9%+21.8pp |
| Annual return | -16.68% | -12.30%-4.4pp | 0.16%-16.8pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,547 | $1,505+2.8% | $2,413-35.9% | $2,596-40.4% |
| Participant deferral / active EE | $4,358 | $3,024+44.1% | $3,985+9.4% | $4,027+8.2% |
| Admin fee / account holder | $268 | $4,835-94.5% | $6,832-96.1% | $5,403-95.0% |