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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $9,071 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS. CO Service code 15 · EIN 36-6071399 | Recordkeeping | $5,543 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,579 | $52,953-63.0% | $172,739-88.7% | $65,185-70.0% |
| Participation rate | 82.3% | 66.2%+16.1pp | 82.6%-0.4pp | 70.2%+12.1pp |
| Annual return | 21.56% | 30.12%-8.6pp | 802.84%-781.3pp | 29.38%-7.8pp |
| Employer contribution / active EE | $186 | $2,190-91.5% | $5,143-96.4% | $2,177-91.4% |
| Participant deferral / active EE | $1,030 | $2,471-58.3% | $5,198-80.2% | $3,514-70.7% |
| Admin fee / account holder | $96 | $472-79.8% | $13,954-99.3% | $847-88.7% |