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 INSIRANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $76,896 |
TTANDEM FINANCIAL1 year Service code 99 | Other Fees | $58,778 |
TANDEM FINANCIAL5 years Service code 99 · EIN 82-4386489 | Other Fees | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,758 | $61,058-38.2% | $71,209-47.0% | $85,563-55.9% |
| Participation rate | 97.9% | 58.6%+39.3pp | 73.8%+24.1pp | 66.0%+31.9pp |
| Annual return | 14.67% | 100.41%-85.7pp | 282.51%-267.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $2,737 | $2,199+24.5% | $2,721+0.6% | $2,654+3.1% |
| Participant deferral / active EE | $2,489 | $3,173-21.5% | $4,175-40.4% | $4,375-43.1% |
| Admin fee / account holder | $111 | $855-87.0% | $5,349-97.9% | $834-86.7% |