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 6-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 |
|---|---|---|
NATIONAL ADMINISTRATION, INC.2+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD. · MENASHA, WI 54952 | Recordkeeping | $2,301 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $700 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,257 | $64,324-53.0% | $118,925-74.6% | $79,858-62.1% |
| Participation rate | 58.3% | 64.9%-6.5pp | 75.4%-17.0pp | 69.6%-11.3pp |
| Annual return | 11.09% | 86.45%-75.4pp | 35.88%-24.8pp | 31.71%-20.6pp |
| Employer contribution / active EE | $717 | $1,836-61.0% | $3,263-78.0% | $2,471-71.0% |
| Participant deferral / active EE | $1,582 | $2,824-44.0% | $4,265-62.9% | $3,740-57.7% |
| Admin fee / account holder | $21 | $4,040-99.5% | $6,581-99.7% | $5,306-99.6% |