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 | $86,944-3.6% | $107,525-22.0% | $74,304+12.8% |
| Participation rate | 86.7% | 59.6%+27.2pp | 75.1%+11.7pp | 60.3%+26.4pp |
| Annual return | 18.21% | 23.52%-5.3pp | 181.32%-163.1pp | 29.43%-11.2pp |
| Employer contribution / active EE | $1,675 | $2,757-39.2% | $3,754-55.4% | $2,241-25.2% |
| Participant deferral / active EE | $4,373 | $3,554+23.0% | $5,116-14.5% | $3,767+16.1% |
| Admin fee / account holder | $111 | $3,727-97.0% | $8,919-98.8% | $2,969-96.3% |