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 |
|---|---|---|
THE AIMPOIINT GROUP, LLC2 years Service code 49 | Other Services | $2,863 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $659 |
CETERA ADVISOR NETWORKS LLC2 years Service code 22 · EIN 95-3845382 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,196 | $64,119-9.2% | $112,228-48.1% | $66,914-13.0% |
| Participation rate | 39.5% | 68.5%-29.0pp | 75.1%-35.6pp | 69.8%-30.3pp |
| Annual return | -17.63% | -13.81%-3.8pp | 27.45%-45.1pp | 1.58%-19.2pp |
| Employer contribution / active EE | $1,536 | $3,005-48.9% | $3,635-57.7% | $2,544-39.6% |
| Participant deferral / active EE | $2,970 | $3,693-19.6% | $4,728-37.2% | $4,237-29.9% |
| Admin fee / account holder | $30 | $625-95.1% | $6,410-99.5% | $593-94.9% |