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 INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $38,850 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISOR NETWORKS Service code 55 | Other Commissions | $25,133 |
EPIC RETIREMENT PLAN SERVICES5+ years Filed as: FREEMAN RETIREMENT PLAN CONSULTING Service code 49 | Other Services | $15,043 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CETERA ADVISORS NETWORK Service code 27 · EIN 06-1375177 | Advisory (Plan) | $0 |
Filed as: FREEMAN RETIREMENT PLAN CONSUTLING Service code 49 · EIN 27-0212300 | Other Services | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,496 | $62,928-32.5% | $172,739-75.4% | $67,579-37.1% |
| Participation rate | 86.0% | 64.5%+21.5pp | 82.6%+3.3pp | 71.3%+14.7pp |
| Annual return | 17.05% | 30.36%-13.3pp | 802.84%-785.8pp | 378.56%-361.5pp |
| Employer contribution / active EE | $858 | $1,636-47.5% | $5,143-83.3% | $2,148-60.0% |
| Participant deferral / active EE | $4,368 | $2,145+103.6% | $5,198-16.0% | $3,539+23.4% |
| Admin fee / account holder | $75 | $167-55.0% | $13,954-99.5% | $142-47.3% |