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 |
|---|---|---|
Service code 99 · EIN 47-1411118 | Other Fees | $23,043 |
QUINTES ADM. AND INSURANCE2 years Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 | Other Services | $11,982 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $6,241 |
QUINTES ADM. AND INSURANCE4 years Filed as: QUINTES ADMIN AND INSURANCE SVC Service code 49 · EIN 20-4319325 | Other Services | $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 | $72,162 | $55,347+30.4% | $120,354-40.0% | $199,593-63.8% |
| Participation rate | 14.1% | 52.9%-38.7pp | 71.9%-57.8pp | 72.0%-57.8pp |
| Annual return | 15.89% | 15.37%+0.5pp | 107.15%-91.3pp | 34.25%-18.4pp |
| Employer contribution / active EE | $533 | $1,296-58.9% | $3,463-84.6% | $3,034-82.4% |
| Participant deferral / active EE | $1,068 | $2,350-54.6% | $4,991-78.6% | $5,087-79.0% |
| Admin fee / account holder | $74 | $134-44.8% | $9,423-99.2% | $269-72.5% |