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 | $604,253 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $349,048 |
SAGE ADVISORY SERVICES8+ years Filed as: SAGE VIEW ADVISORY Service code 17 · EIN 53-0819607 | Pension Consulting | $85,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,453 | $93,773-46.2% | $125,339-59.7% | $78,044-35.4% |
| Participation rate | 83.7% | 75.6%+8.1pp | 82.4%+1.3pp | 74.4%+9.2pp |
| Annual return | -12.29% | 277.78%-290.1pp | 572.05%-584.3pp | 10.87%-23.2pp |
| Employer contribution / active EE | $2,472 | $3,678-32.8% | $4,814-48.7% | $3,125-20.9% |
| Participant deferral / active EE | $5,563 | $6,971-20.2% | $7,446-25.3% | $5,084+9.4% |
| Admin fee / account holder | $172 | $67+156.1% | $10,010-98.3% | $79+117.3% |