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 LLC3 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $3,704 |
MORNINGSTAR8 years Service code 26 · EIN 36-4317381 | Advisory (Participants) | $1,726 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $498 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,828 | $65,561+35.5% | $86,188+3.1% | $75,163+18.2% |
| Participation rate | 89.0% | 60.5%+28.5pp | 69.0%+20.1pp | 67.2%+21.8pp |
| Annual return | 16.18% | 46.05%-29.9pp | 1168.45%-1152.3pp | 160.62%-144.4pp |
| Employer contribution / active EE | $1,761 | $1,553+13.4% | $2,380-26.0% | $2,670-34.1% |
| Participant deferral / active EE | $4,674 | $3,024+54.6% | $3,985+17.3% | $4,125+13.3% |
| Admin fee / account holder | $163 | $5,474-97.0% | $6,852-97.6% | $5,651-97.1% |