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 | $21,836 |
Service code 49 · EIN 45-4208939 | Other Services | $9,562 |
PACE FIDUCIARY SERVICES LLC4 years Service code 99 · EIN 22-3586199 | Other Fees | $5,459 |
MORNINGSTAR4 years Service code 27 | Advisory (Plan) | $3,038 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $853 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $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 | $203,051 | $73,004+178.1% | $90,749+123.7% | $68,494+196.4% |
| Participation rate | 82.9% | 70.8%+12.1pp | 75.7%+7.2pp | 67.9%+15.0pp |
| Annual return | -16.81% | -13.81%-3.0pp | -12.16%-4.6pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,208 | $2,193+91.9% | $2,921+44.1% | $2,596+62.1% |
| Participant deferral / active EE | $9,601 | $3,627+164.7% | $4,564+110.4% | $4,027+138.4% |
| Admin fee / account holder | $410 | $5,896-93.0% | $8,445-95.1% | $5,403-92.4% |