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 |
|---|---|---|
AMERICAN FUNDS3 years Filed as: BAYBRIDGE CAPITAL GROUP LLC Service code 99 · EIN 47-5067434 | Other Fees | $12,546 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $5,958 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,497 | $54,590-53.3% | $81,930-68.9% | $73,488-65.3% |
| Participation rate | 88.4% | 68.3%+20.1pp | 72.0%+16.4pp | 70.7%+17.7pp |
| Annual return | 32.35% | 17.74%+14.6pp | 29.49%+2.9pp | 28.51%+3.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $4,310-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $7,208 | $2,759+161.3% | $7,107+1.4% | $3,740+92.8% |
| Admin fee / account holder | $43 | $592-92.7% | $5,158-99.2% | $513-91.6% |