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) | $46,807 |
CALDWELL TRUST COMPANY4 years Service code 99 · EIN 65-0376693 | Other Fees | $14,317 |
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 | $15,891 | $60,323-73.7% | $81,812-80.6% | $74,495-78.7% |
| Participation rate | 83.9% | 62.9%+21.1pp | 72.3%+11.6pp | 67.2%+16.7pp |
| Annual return | 18.51% | 16.90%+1.6pp | 773.79%-755.3pp | 1364.94%-1346.4pp |
| Employer contribution / active EE | $1,592 | $2,620-39.3% | $2,912-45.4% | $2,623-39.3% |
| Participant deferral / active EE | $2,569 | $3,387-24.2% | $4,319-40.5% | $4,346-40.9% |
| Admin fee / account holder | $218 | $1,486-85.3% | $7,386-97.1% | $1,942-88.8% |