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 | $53,944 |
CARNEGIE INVESTMENT COUNSEL3 years Service code 99 · EIN 26-4766975 | Other Fees | $35,845 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $61,431 | $49,138+25.0% | $84,015-26.9% | $65,185-5.8% |
| Participation rate | 89.7% | 60.7%+29.0pp | 69.0%+20.7pp | 70.2%+19.5pp |
| Annual return | 17.09% | 23.00%-5.9pp | 71.31%-54.2pp | 29.38%-12.3pp |
| Employer contribution / active EE | $628 | $914-31.3% | $1,983-68.3% | $2,177-71.1% |
| Participant deferral / active EE | $3,074 | $2,397+28.2% | $3,239-5.1% | $3,514-12.5% |
| Admin fee / account holder | $344 | $543-36.8% | $6,101-94.4% | $847-59.4% |