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 37 · EIN 04-3516284 | Loan Processing | $247,401 |
CAPFINANCIAL PARTNERS LLC2 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $75,000 |
ARMANINO LLP2 years Service code 10 · EIN 94-6214841 | Accounting | $17,325 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $14,000 |
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 | $40,986 | $53,165-22.9% | $86,188-52.4% | $74,419-44.9% |
| Participation rate | 88.3% | 64.9%+23.4pp | 69.0%+19.3pp | 70.7%+17.6pp |
| Annual return | 14.90% | 22.64%-7.7pp | 1168.45%-1153.5pp | 34.38%-19.5pp |
| Employer contribution / active EE | $3,238 | $1,210+167.6% | $2,380+36.1% | $2,637+22.8% |
| Participant deferral / active EE | $5,565 | $3,234+72.1% | $3,985+39.6% | $4,528+22.9% |
| Admin fee / account holder | $196 | $551-64.5% | $6,852-97.1% | $348-43.7% |