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 |
|---|---|---|
MAI CAPITAL MANAGEMENT, LLC3 years Service code 99 · EIN 61-1495162 | Other Fees | $36,786 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $18,650 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $11,551 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,724 | $54,193+13.9% | $93,606-34.1% | $77,643-20.5% |
| Participation rate | 96.5% | 63.9%+32.5pp | 68.7%+27.8pp | 70.6%+25.9pp |
| Annual return | 12.53% | 30.54%-18.0pp | 133.20%-120.7pp | 31.24%-18.7pp |
| Employer contribution / active EE | $1,386 | $1,168+18.7% | $2,420-42.7% | $2,726-49.1% |
| Participant deferral / active EE | $6,082 | $3,144+93.5% | $4,411+37.9% | $4,647+30.9% |
| Admin fee / account holder | $110 | $576-80.8% | $8,285-98.7% | $430-74.4% |