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 INSUR AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $35,341 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $18,008 |
ASCENSUS LLC8+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 99 · EIN 31-1560462 | Other Fees | $875 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,460 | $71,883-18.7% | $86,677-32.6% | $68,494-14.6% |
| Participation rate | 84.8% | 72.2%+12.5pp | 76.6%+8.2pp | 67.9%+16.9pp |
| Annual return | -17.34% | 3.52%-20.9pp | 35.91%-53.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,228 | $2,173-43.5% | $2,836-56.7% | $2,596-52.7% |
| Participant deferral / active EE | $3,182 | $3,779-15.8% | $4,656-31.7% | $4,027-21.0% |
| Admin fee / account holder | $287 | $6,112-95.3% | $7,493-96.2% | $5,403-94.7% |