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 LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $4,257 |
MORNINGSTAR9 years Service code 27 · EIN 36-4317381 | Advisory (Plan) | $1,317 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,316 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,971 | $59,417+73.3% | $93,606+10.0% | $74,495+38.2% |
| Participation rate | 75.5% | 59.7%+15.8pp | 68.7%+6.8pp | 67.2%+8.3pp |
| Annual return | 13.72% | 81.83%-68.1pp | 133.20%-119.5pp | 1364.94%-1351.2pp |
| Employer contribution / active EE | $1,505 | $1,264+19.1% | $2,420-37.8% | $2,623-42.6% |
| Participant deferral / active EE | $4,455 | $3,050+46.1% | $4,411+1.0% | $4,346+2.5% |
| Admin fee / account holder | $166 | $3,021-94.5% | $8,285-98.0% | $1,942-91.5% |