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 |
|---|---|---|
AVANTAX INSURANCE AGENCY LLC3 years Filed as: AVANTAX ADVISORY SERVICES INC. Service code 99 · EIN 75-2176682 | Other Fees | $48,443 |
Filed as: VOYA RETIRMENT INSURANCE AND ANNUIT Service code 26 · EIN 71-0291708 | Advisory (Participants) | $0 |
Annual investment return 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 | $29,898 | $34,677-13.8% | $77,024-61.2% | $64,808-53.9% |
| Participation rate | 89.8% | 49.8%+40.0pp | 67.9%+21.9pp | 71.5%+18.4pp |
| Annual return | -18.70% | -5.33%-13.4pp | 42.32%-61.0pp | 32.82%-51.5pp |
| Employer contribution / active EE | $1,469 | $1,370+7.2% | $2,812-47.8% | $2,506-41.4% |
| Participant deferral / active EE | $4,837 | $2,556+89.2% | $4,426+9.3% | $4,310+12.2% |
| Admin fee / account holder | $13 | $179-92.8% | $5,425-99.8% | $188-93.2% |