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 | Claims processing; Recordkeeping and ... | $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 | $47,105-13.3% | $68,368-40.3% | $67,986-39.9% |
| Participation rate | 55.4% | 51.8%+3.6pp | 73.8%-18.3pp | 57.2%-1.8pp |
| Annual return | 11.93% | 48.37%-36.4pp | 292.57%-280.6pp | 31.67%-19.7pp |
| Employer contribution / active EE | $1,012 | $1,859-45.6% | $2,649-61.8% | $2,019-49.9% |
| Participant deferral / active EE | $1,304 | $2,374-45.1% | $4,123-68.4% | $3,358-61.2% |
| Admin fee / account holder | $7 | $2,435-99.7% | $5,150-99.9% | $3,203-99.8% |