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 9-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 26 · EIN 71-0294708 | Advisory (Participants) | $18,922 |
PENSIONSOURCE CORP.2+ years Service code 14 · EIN 33-0827249 | Plan Administrator | $9,960 |
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 | $36,938 | $44,989-17.9% | $170,442-78.3% | $77,958-52.6% |
| Participation rate | 48.4% | 64.6%-16.2pp | 83.6%-35.2pp | 71.6%-23.3pp |
| Annual return | 16.22% | 19.61%-3.4pp | 205.93%-189.7pp | 20.87%-4.6pp |
| Employer contribution / active EE | $479 | $1,466-67.3% | $5,433-91.2% | $2,310-79.3% |
| Participant deferral / active EE | $1,934 | $2,208-12.4% | $4,939-60.8% | $3,537-45.3% |
| Admin fee / account holder | $23 | $69-65.9% | $13,880-99.8% | $97-75.9% |