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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC WEALTH, INC Service code 14 18700 N HAYDEN RD STE 255 · SCOTTSDALE, AZ 85255 | Plan Administrator | $14,128 |
Filed as: VOYA RETIREMENT INSURANCE Service code 51 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Investment Mgmt Fees | $13,334 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,481 | $55,415-28.8% | $155,509-74.6% | $74,495-47.0% |
| Participation rate | 100.0% | 61.9%+38.1pp | 78.2%+21.8pp | 67.2%+32.8pp |
| Annual return | 11.13% | 268.50%-257.4pp | 64.67%-53.5pp | 1364.94%-1353.8pp |
| Employer contribution / active EE | $2,708 | $2,267+19.4% | $4,672-42.0% | $2,623+3.2% |
| Participant deferral / active EE | $903 | $2,836-68.2% | $5,626-84.0% | $4,346-79.2% |
| Admin fee / account holder | $166 | $1,738-90.4% | $15,912-99.0% | $1,942-91.4% |