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 |
|---|---|---|
MMA SECURITIES LLC6 years Service code 99 · EIN 22-3570392 | Other Fees | $59,684 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,826 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,961 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,988 | $119,446-33.9% | $150,045-47.4% | $85,563-7.7% |
| Participation rate | 98.9% | 75.4%+23.5pp | 82.3%+16.6pp | 66.0%+33.0pp |
| Annual return | 19.75% | 23.72%-4.0pp | 62.55%-42.8pp | 31.51%-11.8pp |
| Employer contribution / active EE | $1,174 | $4,078-71.2% | $4,693-75.0% | $2,654-55.8% |
| Participant deferral / active EE | $11,820 | $7,985+48.0% | $7,997+47.8% | $4,375+170.1% |
| Admin fee / account holder | $21 | $548-96.2% | $13,435-99.8% | $834-97.5% |