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) | $29,504 |
ASCENSUS LLC9+ years Filed as: RETIREMENT MANAGEMENT SERVICES, LLC Service code 49 · EIN 31-1560462 | Other Services | $1,900 |
Filed as: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-2937883 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,581 | $104,607-37.3% | $96,544-32.1% | - |
| Participation rate | 88.9% | 76.2%+12.7pp | 76.0%+12.9pp | - |
| Annual return | 18.38% | 9.56%+8.8pp | 25.84%-7.5pp | - |
| Employer contribution / active EE | $1,368 | $2,147-36.3% | $2,965-53.9% | - |
| Participant deferral / active EE | $3,408 | $4,312-21.0% | $4,851-29.7% | - |
| Admin fee / account holder | $252 | $45,340-99.4% | $8,252-96.9% | - |