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) | $35,360 |
RSM US LLP8 years Service code 99 · EIN 42-0714325 | Other Fees | $26,652 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $10,677 |
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 | $330,890 | $88,083+275.7% | $164,813+100.8% | $74,495+344.2% |
| Participation rate | 90.6% | 73.0%+17.6pp | 78.6%+12.0pp | 67.2%+23.4pp |
| Annual return | 13.21% | 17.26%-4.1pp | 69.93%-56.7pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $3,442 | $2,593+32.8% | $4,341-20.7% | $2,623+31.2% |
| Participant deferral / active EE | $9,319 | $4,498+107.2% | $6,031+54.5% | $4,346+114.4% |
| Admin fee / account holder | $844 | $2,234-62.2% | $12,690-93.3% | $1,942-56.5% |