Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 INSURANCE & ANNUITY CO Service code 49 | Other Services | $5,522 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,668 |
Filed as: NATIONAL PENSION Service code 49 · EIN 45-0478171 2435 ROUTE 6 · BREWSTER, NY 10509 | Other Services | $0 |
Filed as: RAYMOND JAMES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,301 | $55,472-7.5% | $155,567-67.0% | $74,546-31.2% |
| Participation rate | 75.9% | 61.9%+14.0pp | 78.2%-2.3pp | 67.2%+8.7pp |
| Annual return | 13.08% | 268.72%-255.6pp | 64.74%-51.7pp | 1366.03%-1353.0pp |
| Employer contribution / active EE | $418 | $2,269-81.6% | $4,674-91.1% | $2,624-84.1% |
| Participant deferral / active EE | $3,299 | $2,838+16.3% | $5,628-41.4% | $4,347-24.1% |
| Admin fee / account holder | $146 | $1,743-91.6% | $15,916-99.1% | $1,944-92.5% |