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 |
|---|---|---|
DEFINITI LLC5 years Filed as: DEFINITI, LLC Service code 49 · EIN 85-0833363 | Other Services | $14,374 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,352 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,843 | $88,360+54.9% | $145,433-5.9% | $67,986+101.3% |
| Participation rate | 81.4% | 65.5%+15.9pp | 82.1%-0.7pp | 57.2%+24.2pp |
| Annual return | 14.80% | 63.15%-48.4pp | 66.58%-51.8pp | 31.67%-16.9pp |
| Employer contribution / active EE | $839 | $3,054-72.5% | $4,554-81.6% | $2,019-58.5% |
| Participant deferral / active EE | $5,591 | $5,932-5.8% | $7,897-29.2% | $3,358+66.5% |
| Admin fee / account holder | $141 | $3,313-95.8% | $13,129-98.9% | $3,203-95.6% |