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 9-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 15 | Recordkeeping | $53,509 |
0OYA RETIREMENT INSURANCE & ANNUITY1 year Service code 26 · EIN 71-0294708 | Advisory (Participants) | $13,213 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $57,549 | $69,159-16.8% | $125,175-54.0% | $67,579-14.8% |
| Participation rate | 68.9% | 78.2%-9.3pp | 79.8%-10.9pp | 71.3%-2.3pp |
| Annual return | 22.41% | 27.12%-4.7pp | 43.79%-21.4pp | 378.56%-356.1pp |
| Employer contribution / active EE | $1,399 | $2,023-30.9% | $3,865-63.8% | $2,148-34.9% |
| Participant deferral / active EE | $3,901 | $3,700+5.5% | $4,937-21.0% | $3,539+10.2% |
| Admin fee / account holder | $56 | $142-60.3% | $9,702-99.4% | $142-60.5% |