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 6-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 61-1768371 | Advisory (Participants) | $11,774 |
PENSION ASSURANCE LLP2 years Filed as: PENSION INVESTORS CORP OF ORLANDO Service code 49 · EIN 59-2166422 | Other Services | $0 |
Service code 99 · EIN 61-1768371 | Other Fees | $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 | $85,678 | $50,820+68.6% | $155,567-44.9% | $77,671+10.3% |
| Participation rate | 35.8% | 63.1%-27.3pp | 78.2%-42.4pp | 70.6%-34.8pp |
| Annual return | 55.53% | 34.85%+20.7pp | 64.74%-9.2pp | 31.21%+24.3pp |
| Employer contribution / active EE | $1,507 | $1,993-24.4% | $4,674-67.8% | $2,726-44.7% |
| Participant deferral / active EE | $3,706 | $2,823+31.3% | $5,628-34.1% | $4,648-20.3% |
| Admin fee / account holder | $65 | $436-85.1% | $15,916-99.6% | $430-84.9% |