Filed August 8, 2025
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 7-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 INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $86,385 |
Filed as: PRIMARY WEALTH MANAGEMENT LLC Service code 99 · EIN 81-0702447 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $22,884 | $41,774-45.2% | $118,925-80.8% | $90,288-74.7% |
| Participation rate | 34.7% | 55.0%-20.3pp | 75.4%-40.7pp | 73.4%-38.6pp |
| Annual return | 15.53% | 16.64%-1.1pp | 35.88%-20.4pp | 53.97%-38.4pp |
| Employer contribution / active EE | $725 | $986-26.4% | $3,263-77.8% | $2,524-71.3% |
| Participant deferral / active EE | $1,182 | $1,683-29.8% | $4,265-72.3% | $4,232-72.1% |
| Admin fee / account holder | $167 | $85+97.4% | $6,581-97.5% | $114+46.5% |