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: TAX SHELTERED COMPENSATION INC Service code 49 | Other Services | $3,183 |
Service code 64 | Recordkeeping Fees | $105 |
Service code 49 · EIN 41-0955056 7365 KIRKWOOD COURT NORTH, STE 200 · MAPLE GROVE, MN 55369 | Other Services | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,203 | $59,417-35.7% | $93,606-59.2% | $74,495-48.7% |
| Participation rate | 38.0% | 59.7%-21.6pp | 68.7%-30.7pp | 67.2%-29.2pp |
| Annual return | 20.40% | 81.83%-61.4pp | 133.20%-112.8pp | 1364.94%-1344.5pp |
| Employer contribution / active EE | $163 | $1,264-87.1% | $2,420-93.3% | $2,623-93.8% |
| Participant deferral / active EE | $1,007 | $3,050-67.0% | $4,411-77.2% | $4,346-76.8% |
| Admin fee / account holder | $44 | $3,021-98.5% | $8,285-99.5% | $1,942-97.7% |