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: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $104,491 |
Service code 27 PO BOX 19828 · NASHVILLE, TN 37238 | Advisory (Plan) | $32,547 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $9,187 |
Filed as: ECONOMIC GROUP PENSION SERVICES LLC Service code 49 7734 EXCELSIOR RD STE 102 · BAXTER, MN 56425 | Other Services | $0 |
Filed as: ECONOMIC GROUP PENSION SERVICES, IN Service code 49 PO BOX 54 · FRANKLIN SQ, NY 11010 | Other Services | $0 |
Filed as: UBS FINANCIAL SERVICES, INC Service code 99 · EIN 13-2638166 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,329 | $148,970-23.3% | $136,007-15.9% | $199,593-42.7% |
| Participation rate | 90.7% | 79.4%+11.3pp | 76.5%+14.2pp | 72.0%+18.7pp |
| Annual return | 23.93% | 27.07%-3.1pp | 579.32%-555.4pp | 34.25%-10.3pp |
| Employer contribution / active EE | $8,318 | $3,561+133.6% | $4,217+97.3% | $3,034+174.2% |
| Participant deferral / active EE | $10,444 | $6,140+70.1% | $7,025+48.7% | $5,087+105.3% |
| Admin fee / account holder | $284 | $144+97.5% | $6,858-95.9% | $269+5.7% |