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 26 · EIN 71-0294708 | Advisory (Participants) | $62,047 |
Filed as: FUTURE PLANNING ASSOCIATES Service code 99 · EIN 03-0271340 | Other Fees | $6,591 |
Filed as: TRG RETIREMENT PLAN CONSULTANTS Service code 99 · EIN 06-0874395 | Other Fees | $4,306 |
BERRY DUNN1 year Filed as: BERRY DUNN MCNEIL AND PARKER Service code 99 · EIN 01-0523282 | Other Fees | $2,925 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,708 | $50,815-2.2% | $155,509-68.0% | $77,643-36.0% |
| Participation rate | 94.6% | 63.1%+31.5pp | 78.2%+16.4pp | 70.6%+24.0pp |
| Annual return | 11.29% | 34.80%-23.5pp | 64.67%-53.4pp | 31.24%-19.9pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $0 | $2,822-100.0% | $5,626-100.0% | $4,647-100.0% |
| Admin fee / account holder | $108 | $437-75.4% | $15,912-99.3% | $430-75.0% |