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.
| Provider | Service type | Compensation |
|---|---|---|
HUNTER BENEFITS CONSULTING GROUP1+ years Service code 49 · EIN 36-4430093 | Other Services | $1,637 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 | Recordkeeping Fees | $5 |
Annual investment return 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 | $17,017 | $73,397-76.8% | $178,014-90.4% | $74,546-77.2% |
| Participation rate | 71.0% | 66.6%+4.4pp | 77.1%-6.1pp | 67.2%+3.8pp |
| Annual return | 11.33% | 17.49%-6.2pp | 294.80%-283.5pp | 1366.03%-1354.7pp |
| Employer contribution / active EE | $613 | $2,217-72.4% | $3,950-84.5% | $2,624-76.7% |
| Participant deferral / active EE | $1,924 | $4,512-57.4% | $6,276-69.3% | $4,347-55.7% |
| Admin fee / account holder | $22 | $1,809-98.8% | $10,362-99.8% | $1,944-98.9% |