Filed December 9, 2022
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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $65,571 |
Service code 33 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Securities brokerage; Other fees | $24,562 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNES, LLC Service code 49 | Other Services | $6,093 |
AEGIS RETIREMENT PARTNERS3 years Filed as: AEGIS RETIREMENT PARTNERS, LLC Service code 49 86 BAKER AVENUE EXTENSION · CONCORD, MA 01742 | Other Services | $0 |
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 | $30,599 | $49,468-38.1% | $150,298-79.6% | $103,975-70.6% |
| Participation rate | 24.6% | 58.1%-33.5pp | 77.8%-53.1pp | 72.5%-47.9pp |
| Annual return | 13.15% | 38.98%-25.8pp | 62.79%-49.6pp | 19.41%-6.3pp |
| Employer contribution / active EE | $83 | $1,670-95.0% | $4,154-98.0% | $3,722-97.8% |
| Participant deferral / active EE | $1,278 | $2,650-51.8% | $5,453-76.6% | $5,343-76.1% |
| Admin fee / account holder | $144 | $385-62.4% | $14,116-99.0% | $332-56.6% |