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 |
|---|---|---|
Service code 99 · EIN 22-2778225 | Other Fees | $30,897 |
ASCENSUS LLC2 years Filed as: ASCENSUS Service code 49 | Other Services | $13,047 |
FORVIS MAZARS, LLP6 years Filed as: MAZARS USA LLP Service code 99 · EIN 22-2000222 | Other Fees | $7,162 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $5,091 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,091 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 99 · EIN 22-2778225 | Other Fees | $5,071 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Filed as: VOYA RETIREMENT INSURANCE ANNUITY Service code 64 | Recordkeeping Fees | $0 |
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 | $137,691 | $102,553+34.3% | $151,611-9.2% | $66,914+105.8% |
| Participation rate | 96.0% | 85.5%+10.5pp | 87.5%+8.5pp | 69.8%+26.2pp |
| Annual return | -14.76% | -10.82%-3.9pp | 3.33%-18.1pp | 1.58%-16.3pp |
| Employer contribution / active EE | $2,121 | $4,180-49.3% | $6,166-65.6% | $2,544-16.6% |
| Participant deferral / active EE | $6,207 | $6,641-6.5% | $8,363-25.8% | $4,237+46.5% |
| Admin fee / account holder | $523 | $630-17.0% | $11,616-95.5% | $593-11.9% |