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 99 · EIN 74-2794194 | Other Fees | $23,094 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $11,576 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,636 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $23,701 | $106,110-77.7% | $147,005-83.9% | $77,671-69.5% |
| Participation rate | 82.2% | 78.4%+3.8pp | 82.2%0pp | 70.6%+11.6pp |
| Annual return | 16.40% | 56.77%-40.4pp | 418.76%-402.4pp | 31.21%-14.8pp |
| Employer contribution / active EE | $1,193 | $4,065-70.6% | $4,934-75.8% | $2,726-56.2% |
| Participant deferral / active EE | $2,280 | $7,992-71.5% | $8,070-71.7% | $4,648-50.9% |
| Admin fee / account holder | $30 | $338-91.2% | $13,006-99.8% | $430-93.1% |