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: MML INVESTORS SERVICES LLC Service code 99 · EIN 04-1590850 | Other Fees | $30,786 |
Filed as: RIMKUS MARCIANO & ASSOCIATES Service code 49 | Other Services | $6,656 |
Service code 49 3136 WINTON RD S, STE 300 · ROCHESTER, NY 14623 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 49 · EIN 71-0294708 | Other Services | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,994 | $48,795+166.4% | $65,493+98.5% | $84,808+53.3% |
| Participation rate | 91.0% | 67.0%+24.0pp | 73.1%+17.9pp | 68.3%+22.7pp |
| Annual return | 11.28% | 20.20%-8.9pp | 982.45%-971.2pp | 40.90%-29.6pp |
| Employer contribution / active EE | $3,828 | $1,930+98.4% | $2,574+48.7% | $2,631+45.5% |
| Participant deferral / active EE | $4,481 | $2,928+53.0% | $3,961+13.1% | $4,212+6.4% |
| Admin fee / account holder | $80 | $3,877-97.9% | $5,028-98.4% | $7,344-98.9% |