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 37 · EIN 04-3516284 | Loan Processing | $726,241 |
MERCER7 years Filed as: MERCER INVESTMENT Service code 26 · EIN 30-0282430 | Advisory (Participants) | $491,106 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $355,222 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,450 | $64,975-17.7% | $97,226-45.0% | $106,382-49.8% |
| Participation rate | 31.4% | 45.4%-14.0pp | 72.7%-41.3pp | 69.9%-38.5pp |
| Annual return | 13.86% | 15.21%-1.4pp | 75.13%-61.3pp | 17.37%-3.5pp |
| Employer contribution / active EE | $523 | $1,126-53.6% | $2,729-80.8% | $3,364-84.5% |
| Participant deferral / active EE | $1,096 | $2,466-55.6% | $4,264-74.3% | $5,569-80.3% |
| Admin fee / account holder | $126 | $69+84.1% | $5,654-97.8% | $79+59.4% |