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 | $1,668 |
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 | $94,619 | $85,199+11.1% | $57,179+65.5% | $63,975+47.9% |
| Participation rate | 100.0% | 74.0%+26.0pp | 75.3%+24.7pp | 71.1%+28.9pp |
| Annual return | 8.01% | 10.43%-2.4pp | 14.59%-6.6pp | 48.65%-40.6pp |
| Employer contribution / active EE | $8,270 | $3,446+140.0% | $2,682+208.3% | $2,182+279.0% |
| Participant deferral / active EE | $5,067 | $3,109+63.0% | $3,096+63.7% | $3,356+51.0% |
| Admin fee / account holder | $0 | $39-99.9% | $3,139-100.0% | $70-99.9% |