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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,498 |
MORNINGSTAR9 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: PRECISION PLAN ADMINISTRATION, LLC Service code 49 · EIN 71-0294708 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,847 | $83,369+0.6% | $105,223-20.3% | $67,986+23.3% |
| Participation rate | 86.7% | 56.3%+30.5pp | 75.0%+11.7pp | 57.2%+29.5pp |
| Annual return | 18.21% | 24.64%-6.4pp | 180.65%-162.4pp | 31.67%-13.5pp |
| Employer contribution / active EE | $1,675 | $2,541-34.1% | $3,689-54.6% | $2,019-17.0% |
| Participant deferral / active EE | $4,373 | $3,295+32.7% | $5,072-13.8% | $3,358+30.2% |
| Admin fee / account holder | $111 | $4,073-97.3% | $8,859-98.7% | $3,203-96.5% |