See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $84,202 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $41,818 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,043 | $122,239+21.9% | $184,203-19.1% | $74,495+100.1% |
| Participation rate | 91.4% | 85.5%+6.0pp | 86.8%+4.6pp | 67.2%+24.2pp |
| Annual return | 20.13% | 19.95%+0.2pp | 28.81%-8.7pp | 1364.94%-1344.8pp |
| Employer contribution / active EE | $7,747 | $4,537+70.7% | $6,427+20.5% | $2,623+195.4% |
| Participant deferral / active EE | $12,434 | $7,139+74.2% | $9,131+36.2% | $4,346+186.1% |
| Admin fee / account holder | $378 | $1,260-70.0% | $13,901-97.3% | $1,942-80.6% |