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 INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $19,314 |
VALIANT RETIRE INC.2 years Service code 15 · EIN 87-1649469 | Recordkeeping | $1,850 |
TRUBEE COLLINS & CO INC5 years Service code 26 · EIN 16-1406627 | Advisory (Participants) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,076 | $44,960+9.2% | $84,966-42.2% | $74,495-34.1% |
| Participation rate | 73.7% | 49.4%+24.4pp | 67.5%+6.2pp | 67.2%+6.5pp |
| Annual return | 16.47% | 26.24%-9.8pp | 66.38%-49.9pp | 1364.94%-1348.5pp |
| Employer contribution / active EE | $2,177 | $1,457+49.4% | $2,727-20.2% | $2,623-17.0% |
| Participant deferral / active EE | $4,469 | $2,731+63.7% | $4,519-1.1% | $4,346+2.8% |
| Admin fee / account holder | $164 | $2,209-92.6% | $6,149-97.3% | $1,942-91.6% |