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 49 · EIN 81-0635433 | Other Services | $13,750 |
Filed as: VOYA RETIREMENT INS. AND ANNUITY CO Service code 50 · EIN 71-0294708 | Direct Payment | $4,775 |
Service code 15 · EIN 13-3689044 | Recordkeeping | $3,205 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,845 | $101,763-9.7% | $164,866-44.3% | $80,874+13.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.88% | 16.73%-4.8pp | 69.97%-58.1pp | 35.62%-23.7pp |
| Employer contribution / active EE | $8,548 | $2,954+189.3% | $4,343+96.8% | $2,756+210.2% |
| Participant deferral / active EE | $5,967 | $4,477+33.3% | $6,033-1.1% | $4,297+38.9% |
| Admin fee / account holder | $67 | $8,228-99.2% | $12,689-99.5% | $6,935-99.0% |