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 99 · EIN 47-1411118 | Other Fees | $48,846 |
Filed as: VOYA Service code 99 · EIN 02-0241189 | Other Fees | $11,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,797 | $50,956-0.3% | $96,562-47.4% | $86,799-41.5% |
| Participation rate | 83.4% | 65.2%+18.2pp | 69.8%+13.6pp | 72.3%+11.1pp |
| Annual return | 15.43% | 21.27%-5.8pp | 37.78%-22.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $685 | $1,111-38.4% | $2,356-70.9% | $2,405-71.5% |
| Participant deferral / active EE | $3,699 | $2,954+25.2% | $3,849-3.9% | $4,131-10.5% |
| Admin fee / account holder | $148 | $166-10.8% | $6,181-97.6% | $170-12.7% |