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 |
|---|---|---|
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 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,461 | $64,705-18.9% | $62,929-16.6% | $67,986-22.8% |
| Participation rate | 88.5% | 65.6%+23.0pp | 73.1%+15.4pp | 57.2%+31.3pp |
| Annual return | 13.20% | 20.31%-7.1pp | 1063.93%-1050.7pp | 31.67%-18.5pp |
| Employer contribution / active EE | $6,747 | $2,376+184.0% | $2,505+169.4% | $2,019+234.2% |
| Participant deferral / active EE | $2,790 | $3,198-12.8% | $3,888-28.2% | $3,358-16.9% |
| Admin fee / account holder | $44 | $1,428-96.9% | $5,065-99.1% | $3,203-98.6% |