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 64 · EIN 04-3516284 | Recordkeeping Fees | $2,161,896 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 22-1862786 | Advisory (Participants) | $2,016,912 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET GLOBAL ADVISORS TRUST Service code 25 · EIN 81-4017137 | Directed Trustee | $270,739 |
STATE STREET GLOBAL ADVISORS5+ years Filed as: STATE STREET BANK AND TRUST COMPANY Service code 21 · EIN 04-1867445 | Bank Trustee | $263,965 |
MERCER2 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $108,000 |
NEWPORT GROUP, INC.4 years Filed as: NEWPORT TRUST COMPANY Service code 28 · EIN 27-4411131 | Investment Management | $85,000 |
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 | $46,975 | $55,785-15.8% | $96,562-51.4% | $106,520-55.9% |
| Participation rate | 37.1% | 53.4%-16.3pp | 69.8%-32.7pp | 71.3%-34.2pp |
| Annual return | 14.24% | 17.66%-3.4pp | 37.78%-23.5pp | 19.28%-5.0pp |
| Employer contribution / active EE | $687 | $1,042-34.1% | $2,356-70.9% | $2,840-75.8% |
| Participant deferral / active EE | $1,428 | $1,782-19.9% | $3,849-62.9% | $4,948-71.1% |
| Admin fee / account holder | $73 | $59+24.7% | $6,181-98.8% | $75-1.9% |