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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $34,658 |
Service code 99 · EIN 91-1802259 | Other Fees | $21,313 |
PLYBON & ASSOCIATES, INC.1 year Filed as: PLYBON & ASSOCIATES INC Service code 13 · EIN 56-0863088 | Contract Administrator | $17,084 |
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 | $9,451 | $44,764-78.9% | $68,791-86.3% | $64,808-85.4% |
| Participation rate | 93.0% | 64.8%+28.3pp | 69.0%+24.0pp | 71.5%+21.6pp |
| Annual return | -15.54% | -10.91%-4.6pp | -6.38%-9.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $613 | $1,775-65.4% | $2,655-76.9% | $2,506-75.5% |
| Participant deferral / active EE | $2,715 | $3,238-16.2% | $3,941-31.1% | $4,310-37.0% |
| Admin fee / account holder | $44 | $151-71.0% | $4,932-99.1% | $188-76.6% |