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 | $138,824 |
CAPFINANCIAL PARTNERS LLC3 years Filed as: CAPFINANCIAL PARTNERS Service code 49 · EIN 26-0058143 | Other Services | $56,250 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $10,657 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,767 | $54,193-13.7% | $93,606-50.0% | $77,643-39.8% |
| Participation rate | 89.8% | 63.9%+25.9pp | 68.7%+21.1pp | 70.6%+19.2pp |
| Annual return | 11.74% | 30.54%-18.8pp | 133.20%-121.5pp | 31.24%-19.5pp |
| Employer contribution / active EE | $2,753 | $1,168+135.7% | $2,420+13.8% | $2,726+1.0% |
| Participant deferral / active EE | $5,406 | $3,144+72.0% | $4,411+22.5% | $4,647+16.3% |
| Admin fee / account holder | $146 | $576-74.5% | $8,285-98.2% | $430-66.0% |