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 | $47,479+173.8% | $62,929+106.6% | $82,448+57.7% |
| Participation rate | 91.0% | 66.9%+24.1pp | 73.1%+17.9pp | 68.1%+22.9pp |
| Annual return | 11.28% | 20.34%-9.1pp | 1063.93%-1052.6pp | 41.64%-30.4pp |
| Employer contribution / active EE | $3,828 | $1,885+103.1% | $2,505+52.9% | $2,551+50.1% |
| Participant deferral / active EE | $4,481 | $2,870+56.1% | $3,888+15.2% | $4,139+8.3% |
| Admin fee / account holder | $80 | $3,804-97.9% | $5,065-98.4% | $7,234-98.9% |