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 21 · EIN 04-3516284 | Bank Trustee | $3,069,177 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,610,448 |
MERCER6 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $103,050 |
NEWPORT GROUP, INC.8 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $82,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,101 | $77,577-16.1% | $101,794-36.0% | $140,769-53.8% |
| Participation rate | 34.7% | 56.8%-22.1pp | 69.2%-34.5pp | 74.2%-39.4pp |
| Annual return | 16.18% | 14.47%+1.7pp | 30.53%-14.3pp | 16.82%-0.6pp |
| Employer contribution / active EE | $749 | $1,318-43.1% | $2,289-67.3% | $3,906-80.8% |
| Participant deferral / active EE | $1,608 | $2,205-27.1% | $4,084-60.6% | $6,717-76.1% |
| Admin fee / account holder | $83 | $84-1.1% | $8,777-99.1% | $229-63.7% |