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 |
|---|---|---|
WILLIAM BLAIR2 years Filed as: WILLIAM BLAIR & COMPANY Service code 99 · EIN 36-2214610 | Other Fees | $36,248 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $12,083 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $12,083 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,365 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $335,476 | $80,724+315.6% | $103,333+224.7% | $74,495+350.3% |
| Participation rate | 89.6% | 65.7%+23.9pp | 74.5%+15.1pp | 67.2%+22.4pp |
| Annual return | 25.29% | 27.56%-2.3pp | 24.88%+0.4pp | 1364.94%-1339.7pp |
| Employer contribution / active EE | $9,747 | $3,157+208.7% | $3,868+152.0% | $2,623+271.6% |
| Participant deferral / active EE | $10,832 | $3,860+180.6% | $5,057+114.2% | $4,346+149.3% |
| Admin fee / account holder | $311 | $2,368-86.9% | $8,355-96.3% | $1,942-84.0% |