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) | $191 |
Filed as: JOHN HANCOCK LIFE INS. CO. (USA) Service code 15 · EIN 01-0233346 | Recordkeeping | $42 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $37,031 | $30,732+20.5% | $59,496-37.8% | $59,632-37.9% |
| Participation rate | 70.0% | 43.2%+26.8pp | 54.6%+15.4pp | 68.7%+1.3pp |
| Annual return | -2.79% | 4.47%-7.3pp | 182.05%-184.8pp | 2041.28%-2044.1pp |
| Employer contribution / active EE | $2,913 | $631+361.8% | $1,153+152.6% | $2,203+32.2% |
| Participant deferral / active EE | $4,947 | $1,183+318.2% | $1,829+170.4% | $3,192+55.0% |
| Admin fee / account holder | $34 | $2,136-98.4% | $2,232-98.5% | $4,297-99.2% |