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 & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,550 |
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 | $123,428 | $88,087+40.1% | $164,866-25.1% | $74,546+65.6% |
| Participation rate | 91.7% | 73.1%+18.6pp | 78.6%+13.1pp | 67.2%+24.5pp |
| Annual return | 10.86% | 17.27%-6.4pp | 69.97%-59.1pp | 1366.03%-1355.2pp |
| Employer contribution / active EE | $4,446 | $2,595+71.3% | $4,343+2.4% | $2,624+69.4% |
| Participant deferral / active EE | $5,726 | $4,499+27.3% | $6,033-5.1% | $4,347+31.7% |
| Admin fee / account holder | $24 | $2,232-98.9% | $12,689-99.8% | $1,944-98.8% |