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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,572 | $101,317+21.0% | $146,958-16.6% | $74,495+64.5% |
| Participation rate | 98.2% | 75.5%+22.7pp | 82.2%+16.1pp | 67.2%+31.0pp |
| Annual return | 16.09% | 8730.91%-8714.8pp | 418.34%-402.3pp | 1364.94%-1348.9pp |
| Employer contribution / active EE | $7,347 | $3,810+92.8% | $4,933+48.9% | $2,623+180.1% |
| Participant deferral / active EE | $10,185 | $7,303+39.5% | $8,070+26.2% | $4,346+134.4% |
| Admin fee / account holder | $14 | $1,739-99.2% | $12,998-99.9% | $1,942-99.3% |