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 |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES Service code 72 · EIN 04-3516284 | Other fees; Other insurance fees and ... | $436,016 |
Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $105,829 |
ARMANINO LLP1 year Service code 10 · EIN 94-6214841 | Accounting | $24,100 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,365 | $39,973-16.5% | $79,550-58.1% | $77,904-57.2% |
| Participation rate | 79.4% | 64.6%+14.8pp | 69.5%+9.9pp | 73.7%+5.7pp |
| Annual return | -12.51% | 3.42%-15.9pp | 0.16%-12.7pp | 12.21%-24.7pp |
| Employer contribution / active EE | $2,401 | $1,088+120.7% | $2,413-0.5% | $2,848-15.7% |
| Participant deferral / active EE | $3,950 | $2,774+42.4% | $3,985-0.9% | $4,806-17.8% |
| Admin fee / account holder | $122 | $113+8.3% | $6,832-98.2% | $133-7.8% |