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 |
|---|---|---|
Service code 49 · EIN 99-0493155 365 E. AVENIDA DE LOS ARBOLES, #263 · THOUSAND OAKS, CA 91360 | Other Services | $6,548 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 · EIN 82-3719843 | Other Services | $4,393 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,026 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,138 | $101,317+21.5% | $146,958-16.2% | $74,495+65.3% |
| Participation rate | 63.2% | 75.5%-12.3pp | 82.2%-18.9pp | 67.2%-4.0pp |
| Annual return | 15.46% | 8730.91%-8715.5pp | 418.34%-402.9pp | 1364.94%-1349.5pp |
| Employer contribution / active EE | $2,996 | $3,810-21.4% | $4,933-39.3% | $2,623+14.2% |
| Participant deferral / active EE | $6,748 | $7,303-7.6% | $8,070-16.4% | $4,346+55.3% |
| Admin fee / account holder | $85 | $1,739-95.1% | $12,998-99.3% | $1,942-95.6% |