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 |
|---|---|---|
ROCKEFELLE FINANCIAL1 year Service code 99 · EIN 82-3226180 | Other Fees | $93,824 |
Service code 49 PO BOX 21949 · KANSAS CITY, MO 64121 | Other Services | $12,333 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,943 |
TRINITY PENSION GROUP, LLC10+ years Filed as: TRINITY PENSION GROUP Service code 49 · EIN 20-0235252 PO BOX 219612 · KANSAS CITY, MO 64121 | Other Services | $3,626 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,751 | $57,831-12.2% | $82,389-38.4% | $85,563-40.7% |
| Participation rate | 98.8% | 55.0%+43.8pp | 69.5%+29.3pp | 66.0%+32.9pp |
| Annual return | 18.21% | 17.86%+0.3pp | 28.67%-10.5pp | 31.51%-13.3pp |
| Employer contribution / active EE | $659 | $1,643-59.9% | $2,517-73.8% | $2,654-75.1% |
| Participant deferral / active EE | $7,173 | $3,118+130.1% | $4,155+72.6% | $4,375+63.9% |
| Admin fee / account holder | $338 | $1,391-75.7% | $7,231-95.3% | $834-59.4% |