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 |
|---|---|---|
VRAKAS S.C.1 year Service code 99 · EIN 11-1000111 | Other Fees | $6,180 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $31 |
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 | $42,928 | $89,652-52.1% | $141,162-69.6% | $65,185-34.1% |
| Participation rate | 87.8% | 74.7%+13.1pp | 82.5%+5.3pp | 70.2%+17.6pp |
| Annual return | 22.92% | 32.79%-9.9pp | 71.39%-48.5pp | 29.38%-6.5pp |
| Employer contribution / active EE | $1,520 | $3,065-50.4% | $4,735-67.9% | $2,177-30.1% |
| Participant deferral / active EE | $3,076 | $5,691-45.9% | $6,709-54.1% | $3,514-12.5% |
| Admin fee / account holder | $58 | $569-89.8% | $10,261-99.4% | $847-93.2% |