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 9-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 |
|---|---|---|
Service code 64 · EIN 71-0294737 | Recordkeeping Fees | $89,081 |
Service code 99 · EIN 27-4279360 | Other Fees | $50,738 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $9,360 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $8,178 |
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 | $490,874 | $55,415+785.8% | $155,509+215.7% | $74,495+558.9% |
| Participation rate | 91.7% | 61.9%+29.8pp | 78.2%+13.5pp | 67.2%+24.5pp |
| Annual return | 15.61% | 268.50%-252.9pp | 64.67%-49.1pp | 1364.94%-1349.3pp |
| Employer contribution / active EE | $17,119 | $2,267+655.1% | $4,672+266.4% | $2,623+552.6% |
| Participant deferral / active EE | $14,768 | $2,836+420.7% | $5,626+162.5% | $4,346+239.8% |
| Admin fee / account holder | $715 | $1,738-58.9% | $15,912-95.5% | $1,942-63.2% |