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 | $112,831 |
MORGAN STANLEY SMITH BARNEY10+ years Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 99 · EIN 20-8764829 | Other Fees | $43,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $18,634 |
THE ZLC GROUP CPAS LLC1 year Filed as: ZLC GROUP Service code 99 · EIN 47-4753799 | Other Fees | $9,300 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,509 | $106,028+90.1% | $146,958+37.1% | $77,643+159.5% |
| Participation rate | 92.2% | 78.4%+13.8pp | 82.2%+10.0pp | 70.6%+21.6pp |
| Annual return | 13.83% | 56.73%-42.9pp | 418.34%-404.5pp | 31.24%-17.4pp |
| Employer contribution / active EE | $2,515 | $4,063-38.1% | $4,933-49.0% | $2,726-7.7% |
| Participant deferral / active EE | $10,219 | $7,990+27.9% | $8,070+26.6% | $4,647+119.9% |
| Admin fee / account holder | $282 | $337-16.6% | $12,998-97.8% | $430-34.6% |