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 Filed as: VOYA LIFE INSURANCE AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $282,224 |
BRIAN FREEMAN2 years Filed as: BRIAN REYNOLDS Service code 30 · EIN 36-6527340 | Employee (plan) | $77,743 |
LOCAL 3 SALES PENSION10+ years Service code 99 · EIN 36-6527340 | Other Fees | $63,100 |
ELITE ADMINISTRATION10+ years Filed as: ELITE ADMINISTRATION & INSURANCE Service code 23 · EIN 36-2238689 | Insurance services | $40,000 |
JAMES A. REICHERT4 years Filed as: JAMES H. DUFF Service code 30 · EIN 36-6527340 | Employee (plan) | $28,293 |
CALIBRE CPA GROUP PLLC10+ years Service code 10 · EIN 47-0900880 | Accounting | $13,700 |
Service code 10 · EIN 92-1530140 | Accounting | $9,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,629 | $2,679,533-95.7% | $164,813-29.8% | $199,593-42.1% |
| Participation rate | 100.0% | 78.3%+21.7pp | 78.6%+21.4pp | 72.0%+28.0pp |
| Annual return | 14.36% | 17.93%-3.6pp | 69.93%-55.6pp | 34.25%-19.9pp |
| Employer contribution / active EE | $7,144 | $2,970+140.5% | $4,341+64.6% | $3,034+135.4% |
| Participant deferral / active EE | $5,393 | $5,010+7.7% | $6,031-10.6% | $5,087+6.0% |
| Admin fee / account holder | $164 | $1,982-91.7% | $12,690-98.7% | $269-38.8% |