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) | $28,099 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,245 |
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 | $146,742 | $131,799+11.3% | $200,582-26.8% | $85,563+71.5% |
| Participation rate | 91.8% | 87.9%+3.8pp | 86.9%+4.9pp | 66.0%+25.8pp |
| Annual return | 13.99% | 21.59%-7.6pp | 42.33%-28.3pp | 31.51%-17.5pp |
| Employer contribution / active EE | $0 | $4,532-100.0% | $6,419-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $8,435 | $7,702+9.5% | $9,331-9.6% | $4,375+92.8% |
| Admin fee / account holder | $63 | $235-73.2% | $16,305-99.6% | $834-92.5% |