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 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $4,399 |
NICHOLAS PENSION CONSULTANTS4+ years Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Contract Administrator | $4,365 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $51,959 | $42,810+21.4% | $169,463-69.3% | $55,725-6.8% |
| Participation rate | 32.3% | 64.7%-32.5pp | 77.8%-45.5pp | 70.9%-38.6pp |
| Annual return | -6.01% | -3.61%-2.4pp | 1.83%-7.8pp | 244.93%-250.9pp |
| Employer contribution / active EE | $997 | $1,402-28.9% | $4,159-76.0% | $2,078-52.0% |
| Participant deferral / active EE | $1,956 | $3,141-37.7% | $5,277-62.9% | $3,356-41.7% |
| Admin fee / account holder | $39 | $106-63.4% | $9,109-99.6% | $115-66.1% |