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 | $798,052 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $124,143 |
CAPFINANCIAL PARTNERS LLC6 years Service code 70 · EIN 26-0058143 | Consulting Fees | $115,200 |
RKL LLP4 years Filed as: RKL, LLP Service code 10 · EIN 23-2108173 | Accounting | $20,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,990 | $57,150-54.5% | $93,606-72.2% | $106,382-75.6% |
| Participation rate | 49.0% | 49.1%-0.1pp | 68.7%-19.7pp | 69.9%-20.8pp |
| Annual return | 12.54% | 15.81%-3.3pp | 133.20%-120.7pp | 17.37%-4.8pp |
| Employer contribution / active EE | $284 | $1,015-72.0% | $2,420-88.3% | $3,364-91.6% |
| Participant deferral / active EE | $906 | $1,853-51.1% | $4,411-79.5% | $5,569-83.7% |
| Admin fee / account holder | $171 | $64+166.4% | $8,285-97.9% | $79+116.3% |