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 ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,651 |
EPIC RETIREMENT PLAN SERVICES10+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 · EIN 35-2091834 | Other Services | $0 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping 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 | $117,489 | $79,171+48.4% | $102,423+14.7% | $74,495+57.7% |
| Participation rate | 37.0% | 74.8%-37.8pp | 76.5%-39.5pp | 67.2%-30.2pp |
| Annual return | 17.06% | 54.93%-37.9pp | 29.32%-12.3pp | 1364.94%-1347.9pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $3,023-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,732 | $4,415-15.5% | $5,053-26.2% | $4,346-14.1% |
| Admin fee / account holder | $81 | $2,001-96.0% | $9,451-99.1% | $1,942-95.8% |