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 7-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 26 · EIN 71-0294708 | Advisory (Participants) | $33,932 |
CALDWELL TRUST COMPANY3 years Service code 99 | Other Fees | $10,608 |
CALDWELL TRUST COMPANY3 years Filed as: CALDWELL TRUST COPMANY Service code 99 · EIN 65-0376693 | Other Fees | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,137 | $58,264-79.2% | $86,612-86.0% | $71,457-83.0% |
| Participation rate | 84.3% | 65.0%+19.3pp | 71.7%+12.6pp | 67.9%+16.4pp |
| Annual return | 12.02% | 21.63%-9.6pp | 591.07%-579.0pp | 28.85%-16.8pp |
| Employer contribution / active EE | $1,509 | $2,574-41.4% | $3,022-50.1% | $2,588-41.7% |
| Participant deferral / active EE | $2,367 | $3,436-31.1% | $4,438-46.7% | $4,289-44.8% |
| Admin fee / account holder | $162 | $1,057-84.6% | $5,614-97.1% | $1,587-89.8% |