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: NATIONAL ADMINISTRATION INC Service code 13 · EIN 39-1967492 | Contract Administrator | $4,476 |
Filed as: VOYA RET. INS. AND ANNUITY CO. Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $2,060 |
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 | $84,535 | $86,655-2.4% | $119,609-29.3% | $66,914+26.3% |
| Participation rate | 32.8% | 75.6%-42.8pp | 79.3%-46.5pp | 69.8%-37.0pp |
| Annual return | -17.68% | -8.00%-9.7pp | -14.97%-2.7pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,562 | $2,536-38.4% | $4,232-63.1% | $2,544-38.6% |
| Participant deferral / active EE | $2,429 | $4,358-44.3% | $5,602-56.6% | $4,237-42.7% |
| Admin fee / account holder | $69 | $755-90.8% | $10,323-99.3% | $593-88.3% |