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 | $23,923 |
QUINTES ADM. AND INSURANCE4 years Service code 49 · EIN 20-4319325 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $10,055 |
Filed as: VOYA RETIREMENT INSU AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,332 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,883 | $49,915+18.0% | $154,803-62.0% | $74,304-20.8% |
| Participation rate | 68.4% | 54.0%+14.4pp | 78.1%-9.7pp | 60.3%+8.0pp |
| Annual return | 13.07% | 34.06%-21.0pp | 58.88%-45.8pp | 29.43%-16.4pp |
| Employer contribution / active EE | $2,806 | $1,611+74.2% | $4,305-34.8% | $2,241+25.2% |
| Participant deferral / active EE | $3,536 | $2,255+56.8% | $5,540-36.2% | $3,767-6.1% |
| Admin fee / account holder | $238 | $2,189-89.1% | $14,329-98.3% | $2,969-92.0% |