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 5-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 |
|---|---|---|
Service code 99 · EIN 81-4697084 | Other Fees | $15,482 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,194 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,333 | $88,083-72.4% | $164,813-85.2% | $74,495-67.3% |
| Participation rate | 82.4% | 73.0%+9.3pp | 78.6%+3.7pp | 67.2%+15.2pp |
| Annual return | 113.47% | 17.26%+96.2pp | 69.93%+43.5pp | 1364.94%-1251.5pp |
| Employer contribution / active EE | $2,009 | $2,593-22.5% | $4,341-53.7% | $2,623-23.4% |
| Participant deferral / active EE | $3,270 | $4,498-27.3% | $6,031-45.8% | $4,346-24.8% |
| Admin fee / account holder | $51 | $2,234-97.7% | $12,690-99.6% | $1,942-97.4% |