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 | $100,923+35.6% | $150,045-8.8% | $74,304+84.2% |
| Participation rate | 81.4% | 70.1%+11.3pp | 82.3%-0.9pp | 60.3%+21.1pp |
| Annual return | 14.80% | 51.77%-37.0pp | 62.55%-47.8pp | 29.43%-14.6pp |
| Employer contribution / active EE | $839 | $3,463-75.8% | $4,693-82.1% | $2,241-62.6% |
| Participant deferral / active EE | $5,591 | $6,709-16.7% | $7,997-30.1% | $3,767+48.4% |
| Admin fee / account holder | $141 | $2,767-94.9% | $13,435-99.0% | $2,969-95.3% |