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) | $357 |
CETERA ADVISOR NETWORKS LLC7 years Filed as: CETERA ADVISOR NETWORKS, LLC Service code 99 · EIN 84-0858799 | Other Fees | $0 |
Filed as: CETERA INVESTMENT ADVISERS LLC Service code 99 · EIN 36-3258176 | Other Fees | $0 |
Service code 49 PO BOX 9575 · WARNER ROBINS, GA 31095 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,473 | $54,558-75.3% | $76,002-82.3% | $74,546-81.9% |
| Participation rate | 37.3% | 60.3%-23.0pp | 69.1%-31.8pp | 67.2%-29.9pp |
| Annual return | 12.06% | 31.83%-19.8pp | 360.07%-348.0pp | 1366.03%-1354.0pp |
| Employer contribution / active EE | $189 | $1,778-89.4% | $2,688-93.0% | $2,624-92.8% |
| Participant deferral / active EE | $1,202 | $3,065-60.8% | $4,257-71.8% | $4,347-72.4% |
| Admin fee / account holder | $51 | $2,232-97.7% | $6,414-99.2% | $1,944-97.4% |