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 & ANNUITY11+ years Service code 99 · EIN 71-0294708 | Other Fees | $83,936 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $43,072 |
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 | $165,260 | $132,049+25.2% | $200,582-17.6% | $74,304+122.4% |
| Participation rate | 93.3% | 84.1%+9.3pp | 86.9%+6.4pp | 60.3%+33.0pp |
| Annual return | 18.11% | 22.22%-4.1pp | 42.33%-24.2pp | 29.43%-11.3pp |
| Employer contribution / active EE | $8,393 | $4,558+84.2% | $6,419+30.8% | $2,241+274.5% |
| Participant deferral / active EE | $13,577 | $7,213+88.2% | $9,331+45.5% | $3,767+260.4% |
| Admin fee / account holder | $345 | $2,405-85.6% | $16,305-97.9% | $2,969-88.4% |