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 |
|---|---|---|
RSM US LLP9 years Service code 99 · EIN 42-0714325 | Other Fees | $50,400 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,220 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $4,550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,395 | $79,013+91.6% | $100,391+50.8% | $74,495+103.2% |
| Participation rate | 95.6% | 79.5%+16.1pp | 81.5%+14.1pp | 67.2%+28.4pp |
| Annual return | 10.66% | 20.41%-9.7pp | 49.20%-38.5pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $2,248 | $3,021-25.6% | $3,942-43.0% | $2,623-14.3% |
| Participant deferral / active EE | $8,155 | $7,760+5.1% | $8,082+0.9% | $4,346+87.7% |
| Admin fee / account holder | $319 | $1,320-75.8% | $7,899-96.0% | $1,942-83.6% |