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 |
|---|---|---|
Service code 49 | Other Services | $2,270 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $854 |
Filed as: THE RETIREMENT PLAN COMPANY LLC Service code 49 | Other Services | $840 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,051 | $55,415-42.2% | $155,509-79.4% | $74,495-57.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 14.44% | 268.50%-254.1pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $3,606 | $2,267+59.1% | $4,672-22.8% | $2,623+37.5% |
| Participant deferral / active EE | $4,113 | $2,836+45.0% | $5,626-26.9% | $4,346-5.4% |
| Admin fee / account holder | $118 | $1,738-93.2% | $15,912-99.3% | $1,942-93.9% |