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 5-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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $44,889 |
SWM ADVISORS1+ years Service code 99 · EIN 45-2514987 | Other Fees | $27,569 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,701 | $104,475-76.4% | $159,436-84.5% | $79,386-68.9% |
| Participation rate | 97.7% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 0.00% | 67.95%-68.0pp | 263.57%-263.6pp | 116.85%-116.9pp |
| Employer contribution / active EE | $2,535 | $3,417-25.8% | $4,829-47.5% | $2,427+4.4% |
| Participant deferral / active EE | $8,486 | $6,467+31.2% | $7,352+15.4% | $4,046+109.8% |
| Admin fee / account holder | $152 | $711-78.6% | $10,799-98.6% | $626-75.7% |