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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $48,263 |
Service code 27 315 DEADERICK ST 5TH FL · NASHVILLE, TN 37238 | Advisory (Plan) | $26,667 |
Filed as: EMPOWER LIFE & ANNUITY INSURANCE CO Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $18,592 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,756 | $84,487+179.0% | $125,339+88.1% | $66,914+252.3% |
| Participation rate | 94.5% | 76.4%+18.1pp | 82.4%+12.1pp | 69.8%+24.7pp |
| Annual return | -14.07% | -8.39%-5.7pp | 572.05%-586.1pp | 1.58%-15.7pp |
| Employer contribution / active EE | $361 | $3,553-89.8% | $4,814-92.5% | $2,544-85.8% |
| Participant deferral / active EE | $13,525 | $6,781+99.5% | $7,446+81.6% | $4,237+219.2% |
| Admin fee / account holder | $358 | $685-47.8% | $10,010-96.4% | $593-39.7% |