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 | $50,477 |
NFP RETIREMENT INC2 years Service code 99 · EIN 33-0905143 | Other Fees | $50,158 |
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 | $42,618 | $58,320-26.9% | $86,436-50.7% | $66,914-36.3% |
| Participation rate | 97.4% | 78.6%+18.8pp | 80.3%+17.0pp | 69.8%+27.6pp |
| Annual return | -18.39% | -9.71%-8.7pp | 4394.89%-4413.3pp | 1.58%-20.0pp |
| Employer contribution / active EE | $3,896 | $2,615+49.0% | $3,769+3.4% | $2,544+53.1% |
| Participant deferral / active EE | $9,954 | $6,899+44.3% | $6,952+43.2% | $4,237+134.9% |
| Admin fee / account holder | $172 | $546-68.4% | $6,731-97.4% | $593-71.0% |