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 | $55,394 |
NFP RETIREMENT INC3 years Service code 99 · EIN 33-0905143 | Other Fees | $29,160 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,022 | $69,477-16.5% | $94,646-38.7% | $71,457-18.8% |
| Participation rate | 98.1% | 78.4%+19.6pp | 80.8%+17.3pp | 67.9%+30.2pp |
| Annual return | 21.03% | 29.66%-8.6pp | 156.71%-135.7pp | 28.85%-7.8pp |
| Employer contribution / active EE | $4,147 | $2,853+45.3% | $3,672+12.9% | $2,588+60.2% |
| Participant deferral / active EE | $11,001 | $7,345+49.8% | $7,418+48.3% | $4,289+156.5% |
| Admin fee / account holder | $197 | $1,210-83.7% | $7,231-97.3% | $1,587-87.6% |