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 LL Service code 37 · EIN 04-3516284 | Loan Processing | $77,345 |
SAGEVIEW ADVISORY GROUP, LLC6 years Service code 70 · EIN 33-0818667 | Consulting Fees | $46,350 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 65 · EIN 22-1862786 | Account Maintenance | $26,046 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $272,429 | $131,799+106.7% | $200,582+35.8% | $85,563+218.4% |
| Participation rate | 96.1% | 87.9%+8.2pp | 86.9%+9.3pp | 66.0%+30.2pp |
| Annual return | 15.27% | 21.59%-6.3pp | 42.33%-27.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $6,183 | $4,532+36.4% | $6,419-3.7% | $2,654+133.0% |
| Participant deferral / active EE | $10,520 | $7,702+36.6% | $9,331+12.7% | $4,375+140.5% |
| Admin fee / account holder | $345 | $235+46.8% | $16,305-97.9% | $834-58.6% |