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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: RELIASTAR LIFE INSURANCE CO. Service code 60 · EIN 41-0451140 | Sub-TA Fees | $13,478 |
THE VANGUARD GROUP, INC.2 years Service code 64 · EIN 23-1945930 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Recordkeeping Fees | $9,872 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,461 | $67,984-53.7% | $65,493-52.0% | $74,304-57.7% |
| Participation rate | 92.7% | 66.3%+26.3pp | 73.1%+19.6pp | 60.3%+32.3pp |
| Annual return | 7.55% | 19.87%-12.3pp | 982.45%-974.9pp | 29.43%-21.9pp |
| Employer contribution / active EE | $551 | $2,491-77.9% | $2,574-78.6% | $2,241-75.4% |
| Participant deferral / active EE | $1,088 | $3,346-67.5% | $3,961-72.5% | $3,767-71.1% |
| Admin fee / account holder | $41 | $1,373-97.0% | $5,028-99.2% | $2,969-98.6% |