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: FUTURE PLAN BY ASCENSUS Service code 99 · EIN 82-3719843 | Other Fees | $12,899 |
Service code 99 · EIN 82-3719843 | Other Fees | $12,899 |
SPIRAL TECHNOLOGY, INC.1 year Service code 99 · EIN 95-4829596 | Other Fees | $1,950 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 02-0488491 | Advisory (Participants) | $249 |
TRUOG-RYDING CO INC DBA THE RYD1 year Service code 49 · EIN 71-0294708 | Other Services | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,677 | $109,881-16.6% | $150,045-38.9% | $84,808+8.1% |
| Participation rate | 89.7% | 76.1%+13.6pp | 82.3%+7.3pp | 68.3%+21.3pp |
| Annual return | 3.98% | 28.25%-24.3pp | 62.55%-58.6pp | 40.90%-36.9pp |
| Employer contribution / active EE | $1,680 | $3,561-52.8% | $4,693-64.2% | $2,631-36.1% |
| Participant deferral / active EE | $9,223 | $6,636+39.0% | $7,997+15.3% | $4,212+119.0% |
| Admin fee / account holder | $4,154 | $8,568-51.5% | $13,435-69.1% | $7,344-43.4% |