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 FINANCIAL ADVISORS Service code 99 · EIN 41-0945505 | Other Fees | $19,911 |
PACE FIDUCIARY SERVICES LLC2 years Service code 99 · EIN 82-3334300 | Other Fees | $4,978 |
MORNINGSTAR2 years Service code 27 | Advisory (Plan) | $2,992 |
MORNINGSTAR2 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $198 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $198 |
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 | $183,962 | $81,208+126.5% | $98,907+86.0% | $79,858+130.4% |
| Participation rate | 77.0% | 72.5%+4.5pp | 76.0%+1.0pp | 69.6%+7.4pp |
| Annual return | 19.30% | 60.99%-41.7pp | 196.43%-177.1pp | 31.71%-12.4pp |
| Employer contribution / active EE | $3,697 | $1,960+88.7% | $2,689+37.5% | $2,471+49.6% |
| Participant deferral / active EE | $8,089 | $3,265+147.7% | $4,244+90.6% | $3,740+116.3% |
| Admin fee / account holder | $358 | $6,013-94.0% | $6,642-94.6% | $5,306-93.3% |