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 | $20,633 |
Filed as: CAPFINANCIAL LLC Service code 27 4208 SIX FORKS ROAD STE 1700 · RALEIGH, NC 27609 | Advisory (Plan) | $18,750 |
Annual investment return 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 | $44,770 | $39,898+12.2% | $121,196-63.1% | $55,725-19.7% |
| Participation rate | 96.3% | 61.2%+35.1pp | 71.7%+24.6pp | 70.9%+25.5pp |
| Annual return | -7.61% | -0.96%-6.6pp | 16.93%-24.5pp | 244.93%-252.5pp |
| Employer contribution / active EE | $1,645 | $1,295+27.0% | $4,022-59.1% | $2,078-20.8% |
| Participant deferral / active EE | $5,963 | $2,439+144.5% | $3,344+78.3% | $3,356+77.7% |
| Admin fee / account holder | $81 | $95-15.3% | $5,019-98.4% | $115-30.1% |