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: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $1,576 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $399 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,726 | $57,281-48.1% | $86,612-65.7% | $75,163-60.5% |
| Participation rate | 98.5% | 63.2%+35.3pp | 71.7%+26.8pp | 67.2%+31.3pp |
| Annual return | 19.70% | 2670.75%-2651.0pp | 591.07%-571.4pp | 160.62%-140.9pp |
| Employer contribution / active EE | $3,254 | $2,314+40.6% | $3,022+7.6% | $2,670+21.9% |
| Participant deferral / active EE | $5,355 | $3,318+61.4% | $4,438+20.7% | $4,125+29.8% |
| Admin fee / account holder | $24 | $4,112-99.4% | $5,614-99.6% | $5,651-99.6% |