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 |
|---|---|---|
MUSSETT WEALTH MANAGEMENT7 years Service code 99 · EIN 45-2622908 | Other Fees | $32,096 |
Filed as: VOYA RETIREMENT INS. AND ANN. CO. Service code 27 | Advisory (Plan) | $4,432 |
Filed as: VOYA RETIREMENT INS AND ANN CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,461 | $67,984-22.8% | $65,493-19.9% | $74,304-29.4% |
| Participation rate | 88.5% | 66.3%+22.2pp | 73.1%+15.5pp | 60.3%+28.2pp |
| Annual return | 13.20% | 19.87%-6.7pp | 982.45%-969.2pp | 29.43%-16.2pp |
| Employer contribution / active EE | $6,747 | $2,491+170.8% | $2,574+162.1% | $2,241+201.0% |
| Participant deferral / active EE | $2,790 | $3,346-16.6% | $3,961-29.6% | $3,767-25.9% |
| Admin fee / account holder | $44 | $1,373-96.8% | $5,028-99.1% | $2,969-98.5% |