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 4-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 |
|---|---|---|
Service code 16 15 INDEPENDENCE BLVD · WARREN, NJ 07059 | Consulting | $8,750 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,133 | $107,378+15.6% | $108,579+14.3% | $57,658+115.3% |
| Participation rate | 91.8% | 77.1%+14.7pp | 79.6%+12.2pp | 70.2%+21.6pp |
| Annual return | 7.00% | 12.80%-5.8pp | -51.70%+58.7pp | 5.13%+1.9pp |
| Employer contribution / active EE | $1,658 | $1,782-7.0% | $3,758-55.9% | $1,974-16.0% |
| Participant deferral / active EE | $5,630 | $3,221+74.8% | $4,311+30.6% | $3,061+84.0% |
| Admin fee / account holder | $17 | $108-84.3% | $7,645-99.8% | $95-81.9% |