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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,425 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,443 | $96,484+43.5% | $156,263-11.4% | $74,304+86.3% |
| Participation rate | 84.7% | 67.7%+17.1pp | 78.9%+5.8pp | 60.3%+24.4pp |
| Annual return | 11.77% | 17.73%-6.0pp | 59.47%-47.7pp | 29.43%-17.7pp |
| Employer contribution / active EE | $4,401 | $2,528+74.1% | $4,333+1.6% | $2,241+96.4% |
| Participant deferral / active EE | $5,121 | $4,286+19.5% | $6,158-16.8% | $3,767+35.9% |
| Admin fee / account holder | $28 | $3,728-99.2% | $14,255-99.8% | $2,969-99.1% |