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) | $1,261,945 |
Filed as: VOYA INSTITUTIONAL PN SERVICES, LLC Service code 15 · EIN 04-3516284 | Recordkeeping | $782,682 |
ERNST & YOUNG LLP9+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $131,550 |
WILLIS TOWERS WATSON US LLC9+ years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $110,000 |
NORTHERN TRUST COMPANY9+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $54,902 |
MERCER2 years Filed as: INC MERCER Service code 28 · EIN 30-0282430 | Investment Management | $51,914 |
DAVIS WRIGHT TREMAINE3 years Service code 11 · EIN 91-0839480 | Actuarial | $23,069 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,766 | $74,831+211.1% | $96,683+140.8% | $103,482+124.9% |
| Participation rate | 76.9% | 83.1%-6.2pp | 74.3%+2.6pp | 73.3%+3.6pp |
| Annual return | 14.54% | 16.15%-1.6pp | 35.69%-21.2pp | 33.11%-18.6pp |
| Employer contribution / active EE | $8,778 | $3,888+125.8% | $3,737+134.9% | $3,208+173.6% |
| Participant deferral / active EE | $9,025 | $3,896+131.7% | $4,878+85.0% | $5,207+73.3% |
| Admin fee / account holder | $173 | $130+32.9% | $6,730-97.4% | $114+51.5% |