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 |
|---|---|---|
RETIREMENT BENEFIT SOLUTIONS7 years Filed as: RETIREMENT BENEFIT SOLUTIONS, LLC Service code 49 | Other Services | $708 |
Filed as: VOYA RETIREMENT INSURANCE Service code 26 · EIN 71-0294708 | Advisory (Participants) | $349 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $241 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,139 | $73,867-91.7% | $143,757-95.7% | $68,494-91.0% |
| Participation rate | 76.5% | 66.7%+9.8pp | 80.3%-3.8pp | 67.9%+8.6pp |
| Annual return | -19.22% | 1.01%-20.2pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,006 | $3,184-68.4% | $4,951-79.7% | $2,596-61.2% |
| Participant deferral / active EE | $4,716 | $3,384+39.3% | $5,637-16.3% | $4,027+17.1% |
| Admin fee / account holder | $23 | $5,755-99.6% | $14,673-99.8% | $5,403-99.6% |