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 9-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 |
|---|---|---|
Filed as: VOYA RETIREMENT ADVISORS, LLC. Service code 26 · EIN 02-0488491 | Advisory (Participants) | $222,850 |
ACTUARIAL BENEFITS CORP1 year Filed as: ACTUARIAL CONSULTING SERVICES Service code 49 · EIN 16-1186135 | Other Services | $204,041 |
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 99 · EIN 93-0987232 | Other Fees | $90,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,969 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,572 | $188,991-8.7% | $103,476+66.8% | $199,593-13.5% |
| Participation rate | 83.3% | 93.2%-9.9pp | 80.5%+2.8pp | 72.0%+11.3pp |
| Annual return | 13.31% | 15.75%-2.4pp | 23.90%-10.6pp | 34.25%-20.9pp |
| Employer contribution / active EE | $4,729 | $6,583-28.2% | $4,672+1.2% | $3,034+55.9% |
| Participant deferral / active EE | $8,894 | $10,334-13.9% | $6,623+34.3% | $5,087+74.8% |
| Admin fee / account holder | $200 | $114+75.1% | $9,413-97.9% | $269-25.4% |