See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 13 · EIN 71-0294708 | Contract Administrator | $76,100 |
GOLDMAN SACHS4 years Filed as: AVEO CAPITAL Service code 99 · EIN 27-4981131 | Other Fees | $30,760 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $14,535 |
EXPAND FINANCIAL3 years Service code 99 · EIN 27-1124147 | Other Fees | $11,286 |
EXPAND FINANCIAL1 year Filed as: EXPAND FINANCIAL LLC Service code 99 | Other Fees | $11,136 |
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 | $81,227 | $100,923-19.5% | $150,045-45.9% | $74,304+9.3% |
| Participation rate | 79.2% | 70.1%+9.1pp | 82.3%-3.1pp | 60.3%+18.9pp |
| Annual return | 20.42% | 51.77%-31.3pp | 62.55%-42.1pp | 29.43%-9.0pp |
| Employer contribution / active EE | $4,018 | $3,463+16.0% | $4,693-14.4% | $2,241+79.3% |
| Participant deferral / active EE | $11,624 | $6,709+73.2% | $7,997+45.4% | $3,767+208.5% |
| Admin fee / account holder | $392 | $2,767-85.8% | $13,435-97.1% | $2,969-86.8% |