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 INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 71-0294708 | Recordkeeping | $844,771 |
XEROX CORPORATION9+ years Service code 13 · EIN 16-0468020 | Contract Administrator | $362,651 |
STATE STREET GLOBAL ADVISORS6 years Filed as: STATE STREET RETIREE SERVICES Service code 25 · EIN 04-6028663 | Directed Trustee | $298,607 |
Service code 27 · EIN 04-3638035 | Advisory (Plan) | $281,261 |
PRICEWATERHOUSECOOPERS LLP9+ years Service code 10 · EIN 13-4008324 | Accounting | $269,168 |
AON CONSULTING1 year Filed as: AON CONSULTING, INC Service code 10 · EIN 22-2232264 | Accounting | $85,205 |
COVINGTON & BURLING LLP2 years Filed as: COVINGTON & BURLING Service code 29 · EIN 53-0188411 | Legal | $41,967 |
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 | $194,210 | $118,464+63.9% | $96,544+101.2% | $103,482+87.7% |
| Participation rate | 80.4% | 89.0%-8.6pp | 76.0%+4.4pp | 73.3%+7.1pp |
| Annual return | 15.92% | 18.79%-2.9pp | 25.84%-9.9pp | 33.11%-17.2pp |
| Employer contribution / active EE | $1,841 | $4,210-56.3% | $2,965-37.9% | $3,208-42.6% |
| Participant deferral / active EE | $7,095 | $7,277-2.5% | $4,851+46.3% | $5,207+36.2% |
| Admin fee / account holder | $138 | $81+70.5% | $8,252-98.3% | $114+21.0% |