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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $50,000 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $11,850 |
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 | $136,667 | $59,623+129.2% | $95,585+43.0% | $85,563+59.7% |
| Participation rate | 97.0% | 57.2%+39.8pp | 72.1%+25.0pp | 66.0%+31.1pp |
| Annual return | 12.24% | 18.22%-6.0pp | 38.56%-26.3pp | 31.51%-19.3pp |
| Employer contribution / active EE | $3,116 | $1,669+86.6% | $2,527+23.3% | $2,654+17.4% |
| Participant deferral / active EE | $6,552 | $3,357+95.2% | $4,023+62.9% | $4,375+49.8% |
| Admin fee / account holder | $31 | $650-95.2% | $6,127-99.5% | $834-96.3% |