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 |
|---|---|---|
MARCIA ZIMMERMAN1 year Service code 99 · EIN 75-2909831 | Other Fees | $27,947 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,947 |
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 | $49,440 | $59,186-16.5% | $76,768-35.6% | $56,287-12.2% |
| Participation rate | 80.3% | 75.2%+5.1pp | 77.0%+3.3pp | 69.9%+10.4pp |
| Annual return | -5.37% | 6.62%-12.0pp | 2.43%-7.8pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,716 | $1,759-2.4% | $2,485-30.9% | $2,111-18.7% |
| Participant deferral / active EE | $2,725 | $3,255-16.3% | $3,852-29.2% | $3,350-18.6% |
| Admin fee / account holder | $120 | $489-75.4% | $6,675-98.2% | $521-76.9% |