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: THE PINNACLE FINANCIAL GROUP Service code 99 | Other Fees | $2,231 |
UNITED BENEFIT PENSIONS INC.4 years Service code 49 | Other Services | $786 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $240 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 64 | Recordkeeping Fees | $7 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,965 | $77,314-83.2% | $177,989-92.7% | $80,856-84.0% |
| Participation rate | 100.0% | 65.7%+34.3pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 6.98% | 18.09%-11.1pp | 294.48%-287.5pp | 35.59%-28.6pp |
| Employer contribution / active EE | $4,002 | $2,292+74.6% | $3,949+1.4% | $2,755+45.3% |
| Participant deferral / active EE | $0 | $4,411-100.0% | $6,276-100.0% | $4,296-100.0% |
| Admin fee / account holder | $45 | $7,191-99.4% | $10,363-99.6% | $6,918-99.3% |