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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 | Other Fees | $36,791 |
THE ANGELL PENSION GROUP, INC.6+ years Filed as: THE ANGELL PENSION GROUP INC Service code 99 · EIN 04-2530412 | Other Fees | $5,088 |
ALPHA PENSION GROUP, INC.3 years Filed as: ALPHA PENSON GROUP INC Service code 99 · EIN 26-2219855 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,774 | $64,286-22.6% | $90,951-45.3% | $73,409-32.2% |
| Participation rate | 84.0% | 63.6%+20.4pp | 69.0%+15.0pp | 72.2%+11.8pp |
| Annual return | 15.31% | 21.45%-6.1pp | 134.60%-119.3pp | 59.29%-44.0pp |
| Employer contribution / active EE | $609 | $895-31.9% | $2,122-71.3% | $2,234-72.7% |
| Participant deferral / active EE | $3,349 | $2,453+36.5% | $3,373-0.7% | $3,805-12.0% |
| Admin fee / account holder | $180 | $287-37.4% | $5,959-97.0% | $158+13.9% |