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 |
|---|---|---|
Service code 13 · EIN 35-0472300 | Contract Administrator | $85,052 |
Filed as: MORGAN STANLEY Service code 26 · EIN 26-4310632 | Advisory (Participants) | $78,409 |
Filed as: VOYA RETIRMENT INSURANCE AND ANNUIT Service code 26 · EIN 71-0291708 | Advisory (Participants) | $3,108 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,796 | $89,282-43.1% | $94,646-46.3% | $74,419-31.7% |
| Participation rate | 92.0% | 82.4%+9.6pp | 80.8%+11.2pp | 70.7%+21.3pp |
| Annual return | 16.64% | 25.96%-9.3pp | 156.71%-140.1pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,179 | $3,022-61.0% | $3,672-67.9% | $2,637-55.3% |
| Participant deferral / active EE | $5,576 | $8,425-33.8% | $7,418-24.8% | $4,528+23.1% |
| Admin fee / account holder | $395 | $219+80.5% | $7,231-94.5% | $348+13.5% |