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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $13,617 |
MAI CAPITAL MANAGEMENT, LLC2 years Filed as: MAI CAPITAL MANAGEMENT LLC Service code 99 · EIN 61-1495162 | Other Fees | $0 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SOLUTIONS INC Service code 49 · EIN 73-1521434 | 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 | $60,506 | $96,486-37.3% | $153,485-60.6% | $77,643-22.1% |
| Participation rate | 61.5% | 81.6%-20.1pp | 77.1%-15.6pp | 70.6%-9.1pp |
| Annual return | 14.08% | 14.44%-0.4pp | 15.65%-1.6pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,505 | $5,224-52.1% | $5,039-50.3% | $2,726-8.1% |
| Participant deferral / active EE | $4,983 | $6,609-24.6% | $6,757-26.3% | $4,647+7.2% |
| Admin fee / account holder | $295 | $182+61.6% | $12,724-97.7% | $430-31.5% |