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: ING LIFE INSURANCE AND ANNUITY CO Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,996 | $43,550-61.0% | $63,517-73.2% | $52,331-67.5% |
| Participation rate | 90.4% | 65.7%+24.7pp | 71.0%+19.4pp | 68.1%+22.3pp |
| Annual return | 5.40% | 2.03%+3.4pp | -70.30%+75.7pp | 4.54%+0.9pp |
| Employer contribution / active EE | $786 | $1,351-41.8% | $2,322-66.1% | $1,882-58.2% |
| Participant deferral / active EE | $1,051 | $2,254-53.4% | $2,953-64.4% | $3,022-65.2% |
| Admin fee / account holder | $37 | $387-90.5% | $5,892-99.4% | $592-93.8% |