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 |
|---|---|---|
Filed as: VOYA FINANCIAL PARTNERS, INC. Service code 15 · EIN 41-0945505 | Recordkeeping | $67,565 |
ADP BROKER-DEALER1+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $680 |
ADP BROKER-DEALER1+ years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,610 | $54,320+109.1% | $67,652+67.9% | $52,331+117.1% |
| Participation rate | 83.1% | 73.6%+9.5pp | 75.7%+7.4pp | 68.1%+15.0pp |
| Annual return | -0.72% | 6.81%-7.5pp | 6625.04%-6625.8pp | 4.54%-5.3pp |
| Employer contribution / active EE | $3,471 | $1,544+124.8% | $2,266+53.2% | $1,882+84.5% |
| Participant deferral / active EE | $10,569 | $2,950+258.2% | $3,560+196.9% | $3,022+249.7% |
| Admin fee / account holder | $408 | $527-22.6% | $4,821-91.5% | $592-31.1% |