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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $20,625 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $3,392 |
Filed as: VOYA RETIREMENT INSURANCE Service code 49 | Other Services | $2,766 |
ASCENSUS LLC3 years Filed as: ASCENSUS Service code 16 PO BOX 734602 · CHICAGO, IL 60673 | Consulting | $2,550 |
Service code 37 · EIN 04-2647786 | Loan Processing | $436 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $111,131 | $76,670+44.9% | $96,683+14.9% | $71,457+55.5% |
| Participation rate | 87.6% | 66.6%+21.1pp | 74.3%+13.3pp | 67.9%+19.7pp |
| Annual return | 23.83% | 48.29%-24.5pp | 35.69%-11.9pp | 28.85%-5.0pp |
| Employer contribution / active EE | $4,258 | $3,031+40.4% | $3,737+13.9% | $2,588+64.5% |
| Participant deferral / active EE | $12,599 | $3,771+234.1% | $4,878+158.3% | $4,289+193.8% |
| Admin fee / account holder | $106 | $2,028-94.8% | $6,730-98.4% | $1,587-93.3% |