Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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: SMITH ELLIOTT KEARNS & COMPANY, LLC Service code 49 · EIN 52-0783935 | Other Services | $4,993 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,200 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,669 | $83,369-15.2% | $105,223-32.8% | $67,986+3.9% |
| Participation rate | 92.6% | 56.3%+36.3pp | 75.0%+17.6pp | 57.2%+35.4pp |
| Annual return | 16.75% | 24.64%-7.9pp | 180.65%-163.9pp | 31.67%-14.9pp |
| Employer contribution / active EE | $3,211 | $2,541+26.4% | $3,689-13.0% | $2,019+59.0% |
| Participant deferral / active EE | $5,427 | $3,295+64.7% | $5,072+7.0% | $3,358+61.6% |
| Admin fee / account holder | $43 | $4,073-99.0% | $8,859-99.5% | $3,203-98.7% |