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 |
|---|---|---|
ZUNA, LLC1 year Filed as: ZUNA LLC Service code 99 · EIN 85-1476430 | Other Fees | $5,568 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,656 | $210,648-44.1% | $177,989-33.9% | $145,922-19.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 14.57% | 385.86%-371.3pp | 294.48%-279.9pp | 561.29%-546.7pp |
| Employer contribution / active EE | $5,353 | $4,565+17.3% | $3,949+35.6% | $4,660+14.9% |
| Participant deferral / active EE | $17,435 | $6,958+150.6% | $6,276+177.8% | $6,688+160.7% |
| Admin fee / account holder | $10,870 | $12,013-9.5% | $10,363+4.9% | $13,397-18.9% |