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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $11,833 |
Filed as: ACTUARIAL PENSION ANALYSTS, INC Service code 49 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Other Services | $11,428 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,632 | $62,624-4.8% | $177,989-66.5% | $77,643-23.2% |
| Participation rate | 68.8% | 66.8%+1.9pp | 77.1%-8.3pp | 70.6%-1.8pp |
| Annual return | 13.73% | 16.16%-2.4pp | 294.48%-280.7pp | 31.24%-17.5pp |
| Employer contribution / active EE | $1,378 | $1,909-27.8% | $3,949-65.1% | $2,726-49.4% |
| Participant deferral / active EE | $2,623 | $4,219-37.8% | $6,276-58.2% | $4,647-43.6% |
| Admin fee / account holder | $16 | $386-95.8% | $10,363-99.8% | $430-96.2% |