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 RETIRMENT INSURANCE & ANNUITY Service code 15 · EIN 71-0294708 | Recordkeeping | $25,175 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 26 115 WEST MAIN STREET · WEST DUNDEE, IL 60118 | Advisory (Participants) | $20,023 |
Service code 49 | Other Services | $14,519 |
CROWE LLP4 years Service code 10 · EIN 35-0921680 | Accounting | $14,000 |
Service code 49 · EIN 36-3580924 | Other Services | $3,825 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVEMENT MANAGEMENT Service code 26 | Advisory (Participants) | $3,021 |
Service code 26 | Advisory (Participants) | $302 |
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 | $154,920 | $59,263+161.4% | $96,562+60.4% | $79,386+95.1% |
| Participation rate | 89.3% | 61.9%+27.4pp | 69.8%+19.5pp | 70.7%+18.6pp |
| Annual return | 12.45% | 27.07%-14.6pp | 37.78%-25.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $2,280 | $1,216+87.5% | $2,356-3.3% | $2,427-6.1% |
| Participant deferral / active EE | $6,359 | $2,948+115.7% | $3,849+65.2% | $4,046+57.2% |
| Admin fee / account holder | $318 | $658-51.7% | $6,181-94.9% | $626-49.2% |