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 | $43,621 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $16,015 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,753 | $53,165-10.2% | $86,188-44.6% | $74,419-35.8% |
| Participation rate | 91.2% | 64.9%+26.3pp | 69.0%+22.2pp | 70.7%+20.5pp |
| Annual return | 22.38% | 22.64%-0.3pp | 1168.45%-1146.1pp | 34.38%-12.0pp |
| Employer contribution / active EE | $829 | $1,210-31.5% | $2,380-65.2% | $2,637-68.6% |
| Participant deferral / active EE | $4,596 | $3,234+42.1% | $3,985+15.3% | $4,528+1.5% |
| Admin fee / account holder | $173 | $551-68.6% | $6,852-97.5% | $348-50.2% |