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 |
|---|---|---|
ECONOMOU & FLOOD, PC4+ years Service code 99 · EIN 31-1120201 | Other Fees | $8,815 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $53,629 | $48,576+10.4% | $169,463-68.4% | $56,287-4.7% |
| Participation rate | 95.7% | 65.8%+29.9pp | 77.8%+17.9pp | 69.9%+25.9pp |
| Annual return | -6.03% | -2.51%-3.5pp | 1.83%-7.9pp | -9.96%+3.9pp |
| Employer contribution / active EE | $653 | $1,559-58.1% | $4,159-84.3% | $2,111-69.0% |
| Participant deferral / active EE | $4,233 | $3,275+29.2% | $5,277-19.8% | $3,350+26.4% |
| Admin fee / account holder | $102 | $435-76.7% | $9,109-98.9% | $521-80.5% |