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 BLAIR3 years Filed as: WILLIAM BLAIR & COMPANY Service code 99 · EIN 36-2214610 | Other Fees | $79,744 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $32,029 |
MORNINGSTAR6 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $29,274 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 | Advisory (Plan) | $29,274 |
Filed as: DARMODY MERLINO AND CO LLP Service code 99 · EIN 04-2273266 | Other Fees | $22,000 |
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 | $387,200 | $86,944+345.3% | $107,525+260.1% | $74,304+421.1% |
| Participation rate | 96.8% | 59.6%+37.2pp | 75.1%+21.7pp | 60.3%+36.4pp |
| Annual return | 13.47% | 23.52%-10.0pp | 181.32%-167.8pp | 29.43%-16.0pp |
| Employer contribution / active EE | $10,821 | $2,757+292.5% | $3,754+188.3% | $2,241+382.8% |
| Participant deferral / active EE | $13,327 | $3,554+275.0% | $5,116+160.5% | $3,767+253.8% |
| Admin fee / account holder | $337 | $3,727-91.0% | $8,919-96.2% | $2,969-88.7% |