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 8-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 |
|---|---|---|
SECURITIES AMERICA INC2 years Filed as: BB&T SECURITIES Service code 99 · EIN 20-5817590 | Other Fees | $18,618 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 | Advisory (Plan) | $689 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,819 | $58,879-73.1% | $178,490-91.1% | $73,488-78.5% |
| Participation rate | 96.1% | 66.2%+29.9pp | 81.9%+14.2pp | 70.7%+25.5pp |
| Annual return | 18.96% | 24.86%-5.9pp | 151.07%-132.1pp | 28.51%-9.5pp |
| Employer contribution / active EE | $2,352 | $2,236+5.2% | $5,011-53.1% | $2,270+3.6% |
| Participant deferral / active EE | $3,992 | $2,567+55.5% | $5,202-23.3% | $3,740+6.8% |
| Admin fee / account holder | $35 | $400-91.4% | $13,984-99.8% | $513-93.3% |