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 12 320 PARK AVENUE · NEW YORK, NY 10022 | Participant loan processing; Claims p... | $1,193 |
FRANKLIN TEMPLETON11+ years Filed as: FRANKLIN TEMPLETON DISTRIBUTORS Service code 64 ONE FRANKLIN PARKWAY · SAN MATEO, CA 94403 | Recordkeeping Fees | $120 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $40,846 | $56,317-27.5% | $71,209-42.6% | $74,304-45.0% |
| Participation rate | 55.4% | 55.1%+0.3pp | 73.8%-18.3pp | 60.3%-4.9pp |
| Annual return | 11.93% | 42.83%-30.9pp | 282.51%-270.6pp | 29.43%-17.5pp |
| Employer contribution / active EE | $1,012 | $2,160-53.2% | $2,721-62.8% | $2,241-54.9% |
| Participant deferral / active EE | $1,304 | $2,788-53.2% | $4,175-68.8% | $3,767-65.4% |
| Admin fee / account holder | $7 | $2,290-99.7% | $5,349-99.9% | $2,969-99.8% |