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 |
|---|---|---|
Service code 19 · EIN 51-0396365 | Securities Custodian | $188,356 |
Filed as: VARIABLE ANNUITY LIFE INSURANCE CO Service code 19 · EIN 74-1625348 | Securities Custodian | $26,831 |
Filed as: VOYA RETIREMENT AND ANNUITY COMPANY Service code 60 · EIN 71-0294708 | Sub-TA Fees | $90 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,013 | $62,928+4.9% | $172,739-61.8% | $67,579-2.3% |
| Participation rate | 72.3% | 64.5%+7.8pp | 82.6%-10.3pp | 71.3%+1.0pp |
| Annual return | 17.61% | 30.36%-12.7pp | 802.84%-785.2pp | 378.56%-360.9pp |
| Employer contribution / active EE | $1,552 | $1,636-5.1% | $5,143-69.8% | $2,148-27.7% |
| Participant deferral / active EE | $2,909 | $2,145+35.6% | $5,198-44.0% | $3,539-17.8% |
| Admin fee / account holder | $359 | $167+115.7% | $13,954-97.4% | $142+152.6% |