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 Service code 13 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 06199 | Contract Administrator | $8,190 |
Filed as: ANNEX WEALTH MANAGEMENT Service code 99 · EIN 68-0524298 12700 W. BLUEMOUND ROAD · ELM GROVE, WI 53122 | Other Fees | $0 |
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 | $63,801 | $64,909-1.7% | $82,313-22.5% | $62,292+2.4% |
| Participation rate | 98.4% | 74.9%+23.5pp | 76.9%+21.5pp | 69.5%+28.8pp |
| Annual return | 16.03% | 21.18%-5.2pp | 25.88%-9.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $2,178 | $1,676+29.9% | $2,428-10.3% | $2,042+6.6% |
| Participant deferral / active EE | $5,931 | $3,103+91.1% | $3,706+60.0% | $3,169+87.2% |
| Admin fee / account holder | $27 | $440-93.8% | $5,608-99.5% | $479-94.3% |