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: VOYA RETIREMENT INS AND ANNUITY CO Service code 13 · EIN 71-0294708 | Contract Administrator | $45,303 |
TIAA10+ years Service code 18 · EIN 13-1624203 | Investment management fees paid direc... | $2,734 |
Counterparties on defaulted loans (Part 1), defaulted leases (Part 2), and non-exempt prohibited transactions (Part 3). Presence of any row warrants fiduciary review.
See 1 reportable transaction. $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.
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 | $48,160 | $65,908-26.9% | $81,812-41.1% | $77,643-38.0% |
| Participation rate | 96.7% | 65.8%+30.9pp | 72.3%+24.4pp | 70.6%+26.2pp |
| Annual return | 12.29% | 26.64%-14.4pp | 773.79%-761.5pp | 31.24%-18.9pp |
| Employer contribution / active EE | $2,524 | $2,370+6.5% | $2,912-13.3% | $2,726-7.4% |
| Participant deferral / active EE | $2,725 | $3,505-22.3% | $4,319-36.9% | $4,647-41.4% |
| Admin fee / account holder | $56 | $526-89.3% | $7,386-99.2% | $430-86.9% |