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 PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $2,041,000 |
ERNST & YOUNG LLP5+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $129,000 |
WILLIS TOWERS WATSON US LLC5+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $114,000 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $83,000 |
NORTHERN TRUST COMPANY5+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $68,000 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $202,990 | $78,226+159.5% | $92,893+118.5% | $82,204+146.9% |
| Participation rate | 82.6% | 82.7%-0.1pp | 76.0%+6.6pp | 73.4%+9.2pp |
| Annual return | 16.63% | 19.33%-2.7pp | 109.41%-92.8pp | 26.31%-9.7pp |
| Employer contribution / active EE | $4,108 | $3,911+5.0% | $3,653+12.5% | $2,707+51.7% |
| Participant deferral / active EE | $8,615 | $3,648+136.1% | $4,236+103.4% | $4,246+102.9% |
| Admin fee / account holder | $147 | $119+23.5% | $5,794-97.5% | $76+94.5% |