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 INS. AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $1,245 |
Filed as: MALCOLM THOMPSON AND ASSOCIATES Service code 49 20445 STATE HIGHWAY 249 · HOUSTON, TX 77070 | Other Services | $0 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC. Service code 55 10 EXCHANGE PL · JERSEY CITY, NJ 07302 | Other Commissions | $0 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 55 ORANGE WAY · WINDSOR, CT 06095 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,036 | $82,130-48.8% | $453,369-90.7% | $79,386-47.0% |
| Participation rate | 22.7% | 73.4%-50.6pp | 78.0%-55.3pp | 70.7%-48.0pp |
| Annual return | 12.50% | 345.31%-332.8pp | 64.40%-51.9pp | 116.85%-104.4pp |
| Employer contribution / active EE | $136 | $2,659-94.9% | $4,070-96.7% | $2,427-94.4% |
| Participant deferral / active EE | $1,403 | $4,314-67.5% | $6,209-77.4% | $4,046-65.3% |
| Admin fee / account holder | $54 | $531-89.9% | $11,209-99.5% | $626-91.4% |