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 |
|---|---|---|
MAHONEY SABOL2 years Service code 99 · EIN 06-0946732 | Other Fees | $2,065 |
NEWPORT GROUP, INC.1 year Service code 99 · EIN 27-2037969 | Other Fees | $1,070 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
Participant 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 | $41,147 | $64,119-35.8% | $112,228-63.3% | $66,914-38.5% |
| Participation rate | 84.4% | 68.5%+15.9pp | 75.1%+9.3pp | 69.8%+14.6pp |
| Annual return | -16.81% | -13.81%-3.0pp | 27.45%-44.3pp | 1.58%-18.4pp |
| Employer contribution / active EE | $18,890 | $3,005+528.5% | $3,635+419.7% | $2,544+642.5% |
| Participant deferral / active EE | $15 | $3,693-99.6% | $4,728-99.7% | $4,237-99.6% |
| Admin fee / account holder | $137 | $625-78.1% | $6,410-97.9% | $593-76.9% |