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 |
|---|---|---|
Filed as: RELIASTAR LIFE INSURANCE COMPANY Service code 64 · EIN 41-0451140 | Recordkeeping Fees | $1,468 |
Service code 50 · EIN 04-2647786 | Direct Payment | $96 |
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 | $90,667 | $112,772-19.6% | $57,343+58.1% | $59,188+53.2% |
| Participation rate | 100.0% | 71.3%+28.7pp | 75.1%+24.9pp | 69.4%+30.6pp |
| Annual return | 3.51% | 0.85%+2.7pp | 24.39%-20.9pp | 5.51%-2.0pp |
| Employer contribution / active EE | $8,771 | $3,400+157.9% | $2,689+226.2% | $2,098+318.0% |
| Participant deferral / active EE | $5,335 | $3,010+77.3% | $3,162+68.7% | $3,265+63.4% |
| Admin fee / account holder | $0 | $144-100.0% | $3,356-100.0% | $92-99.9% |