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 | $14,649 |
Filed as: BEACON BENEFITS, INC. Service code 49 | Other Services | $3,531 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,774 | $91,407-37.9% | $135,903-58.2% | $71,457-20.5% |
| Participation rate | 70.5% | 75.7%-5.2pp | 81.9%-11.4pp | 67.9%+2.5pp |
| Annual return | 16.20% | 29.90%-13.7pp | 68.23%-52.0pp | 28.85%-12.6pp |
| Employer contribution / active EE | $2,957 | $3,703-20.2% | $4,856-39.1% | $2,588+14.3% |
| Participant deferral / active EE | $8,842 | $7,092+24.7% | $7,758+14.0% | $4,289+106.2% |
| Admin fee / account holder | $60 | $1,266-95.2% | $10,762-99.4% | $1,587-96.2% |