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 | $35,541 |
OSAIC WEALTH INC2 years Filed as: OSAIC INSTITUTIONS INC Service code 55 COMPLIANCE DEPARTMENT · MERIDEN, CT 06450 | Other Commissions | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,276 | $48,795-3.1% | $65,493-27.8% | $84,808-44.3% |
| Participation rate | 93.8% | 67.0%+26.8pp | 73.1%+20.7pp | 68.3%+25.4pp |
| Annual return | 14.62% | 20.20%-5.6pp | 982.45%-967.8pp | 40.90%-26.3pp |
| Employer contribution / active EE | $3,599 | $1,930+86.5% | $2,574+39.8% | $2,631+36.8% |
| Participant deferral / active EE | $2,048 | $2,928-30.1% | $3,961-48.3% | $4,212-51.4% |
| Admin fee / account holder | $214 | $3,877-94.5% | $5,028-95.7% | $7,344-97.1% |