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: GOBAL RETIREMENT PROGRAM Service code 99 · EIN 04-7141118 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $46,493 | $75,183-38.2% | $123,892-62.5% | $55,167-15.7% |
| Participation rate | 73.3% | 72.8%+0.5pp | 81.4%-8.1pp | 69.0%+4.3pp |
| Annual return | 10.59% | 19.01%-8.4pp | 47.52%-36.9pp | 169.23%-158.6pp |
| Employer contribution / active EE | $850 | $2,823-69.9% | $4,617-81.6% | $1,963-56.7% |
| Participant deferral / active EE | $5,498 | $5,084+8.1% | $5,984-8.1% | $3,054+80.0% |
| Admin fee / account holder | $36 | $663-94.6% | $8,357-99.6% | $504-92.9% |