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: ING LIFE INSURANCE AND ANNUITY COMP Service code 26 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $1,117 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $21,876 | $57,108-61.7% | $94,224-76.8% | $52,331-58.2% |
| Participation rate | 85.5% | 72.9%+12.6pp | 78.8%+6.7pp | 68.1%+17.4pp |
| Annual return | 1.54% | 1.47%+0.1pp | 10.68%-9.1pp | 4.54%-3.0pp |
| Employer contribution / active EE | $304 | $1,735-82.5% | $3,587-91.5% | $1,882-83.9% |
| Participant deferral / active EE | $2,729 | $3,040-10.2% | $4,320-36.8% | $3,022-9.7% |
| Admin fee / account holder | $8 | $546-98.5% | $6,269-99.9% | $592-98.6% |