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 | $53,145 |
CARNEGIE INVESTMENT COUNSEL4 years Service code 99 · EIN 26-4766975 | Other Fees | $40,387 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $67,176 | $54,573+23.1% | $90,951-26.1% | $73,488-8.6% |
| Participation rate | 94.0% | 61.2%+32.8pp | 69.0%+25.0pp | 70.7%+23.3pp |
| Annual return | 13.15% | 16.69%-3.5pp | 134.60%-121.5pp | 28.51%-15.4pp |
| Employer contribution / active EE | $595 | $991-40.0% | $2,122-72.0% | $2,270-73.8% |
| Participant deferral / active EE | $3,196 | $2,517+27.0% | $3,373-5.3% | $3,740-14.5% |
| Admin fee / account holder | $334 | $521-35.9% | $5,959-94.4% | $513-34.9% |