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 |
|---|---|---|
OSAIC WEALTH INC1 year Filed as: OSAIC FA, INC. Service code 99 · EIN 35-1151034 | Other Fees | $64,524 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $15,081 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $13,134 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,023 | $88,890+4.6% | $102,423-9.2% | $77,643+19.8% |
| Participation rate | 48.4% | 80.9%-32.6pp | 76.5%-28.1pp | 70.6%-22.2pp |
| Annual return | 26.24% | 24.98%+1.3pp | 29.32%-3.1pp | 31.24%-5.0pp |
| Employer contribution / active EE | $3,282 | $2,698+21.7% | $3,023+8.6% | $2,726+20.4% |
| Participant deferral / active EE | $2,321 | $5,145-54.9% | $5,053-54.1% | $4,647-50.1% |
| Admin fee / account holder | $56 | $235-76.3% | $9,451-99.4% | $430-87.0% |