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 8-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: FIRST REPUBLIC INVESTMENT MANAGEMEN Service code 99 | Other Fees | $1,999 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $0 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,606 | $84,948-64.0% | $70,449-56.6% | $73,409-58.3% |
| Participation rate | 75.6% | 79.9%-4.3pp | 75.1%+0.5pp | 72.2%+3.4pp |
| Annual return | 18.98% | 13.39%+5.6pp | 109.03%-90.0pp | 59.29%-40.3pp |
| Employer contribution / active EE | $1,141 | $2,834-59.7% | $2,737-58.3% | $2,234-48.9% |
| Participant deferral / active EE | $7,653 | $3,387+126.0% | $3,709+106.4% | $3,805+101.1% |
| Admin fee / account holder | $71 | $98-27.7% | $3,845-98.2% | $158-55.1% |