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: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $50,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $26,374 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,164 |
Employer contribution per participant 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 | $121,282 | $129,021-6.0% | $184,203-34.2% | $77,643+56.2% |
| Participation rate | 92.5% | 87.3%+5.1pp | 86.8%+5.7pp | 70.6%+21.9pp |
| Annual return | 14.49% | 33.27%-18.8pp | 28.81%-14.3pp | 31.24%-16.7pp |
| Employer contribution / active EE | $0 | $4,413-100.0% | $6,427-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $8,395 | $7,297+15.0% | $9,131-8.1% | $4,647+80.6% |
| Admin fee / account holder | $52 | $254-79.5% | $13,901-99.6% | $430-87.9% |