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 13 · EIN 42-0127290 | Contract Administrator | $6,117 |
Filed as: VOYA RETIREMENT INSURANCE Service code 13 · EIN 71-0294708 | Contract Administrator | $1,350 |
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 | $51,697 | $81,474-36.5% | $133,956-61.4% | $73,488-29.7% |
| Participation rate | 91.5% | 76.4%+15.1pp | 79.8%+11.7pp | 70.7%+20.8pp |
| Annual return | 11.98% | 19.40%-7.4pp | 45.09%-33.1pp | 28.51%-16.5pp |
| Employer contribution / active EE | $1,754 | $2,209-20.6% | $3,919-55.2% | $2,270-22.7% |
| Participant deferral / active EE | $3,606 | $3,786-4.8% | $5,048-28.6% | $3,740-3.6% |
| Admin fee / account holder | $46 | $713-93.6% | $8,927-99.5% | $513-91.1% |