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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $51,003 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $20,295 |
QUINTES ADM. AND INSURANCE3 years Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $10,940 |
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 | $149,194 | $86,944+71.6% | $107,525+38.8% | $74,304+100.8% |
| Participation rate | 90.1% | 59.6%+30.5pp | 75.1%+15.0pp | 60.3%+29.7pp |
| Annual return | 12.52% | 23.52%-11.0pp | 181.32%-168.8pp | 29.43%-16.9pp |
| Employer contribution / active EE | $8,984 | $2,757+225.9% | $3,754+139.3% | $2,241+300.9% |
| Participant deferral / active EE | $10,374 | $3,554+191.9% | $5,116+102.8% | $3,767+175.4% |
| Admin fee / account holder | $142 | $3,727-96.2% | $8,919-98.4% | $2,969-95.2% |