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 | $11,138 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,019 | $62,146+75.4% | $81,438+33.9% | $74,546+46.2% |
| Participation rate | 98.6% | 64.1%+34.5pp | 69.5%+29.1pp | 67.2%+31.4pp |
| Annual return | 13.96% | 16.49%-2.5pp | 24.74%-10.8pp | 1366.03%-1352.1pp |
| Employer contribution / active EE | $3,945 | $1,883+109.5% | $2,460+60.4% | $2,624+50.3% |
| Participant deferral / active EE | $4,936 | $3,229+52.8% | $3,883+27.1% | $4,347+13.5% |
| Admin fee / account holder | $74 | $1,922-96.1% | $5,764-98.7% | $1,944-96.2% |