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 RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $1,470,921 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $698,411 |
WILLIS TOWERS WATSON US LLC10+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $158,200 |
ERNST & YOUNG LLP10+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $124,500 |
NORTHERN TRUST COMPANY10+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $55,450 |
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 | $250,782 | $86,936+188.5% | $103,333+142.7% | $99,062+153.2% |
| Participation rate | 73.8% | 81.7%-7.8pp | 74.5%-0.7pp | 71.6%+2.2pp |
| Annual return | 13.21% | 14.99%-1.8pp | 24.88%-11.7pp | 17.66%-4.4pp |
| Employer contribution / active EE | $8,660 | $3,925+120.6% | $3,868+123.9% | $3,262+165.5% |
| Participant deferral / active EE | $9,288 | $3,825+142.8% | $5,057+83.6% | $5,331+74.2% |
| Admin fee / account holder | $178 | $140+26.6% | $8,355-97.9% | $109+63.0% |