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 | $2,518,154 |
Filed as: VOYA RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,111,463 |
MERCER4 years Filed as: MERCER (US) INC Service code 16 · EIN 13-2834414 | Consulting | $114,577 |
NEWPORT GROUP, INC.6 years Filed as: NEWPORT TRUST COMPANY Service code 16 · EIN 27-4411131 | Consulting | $85,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,017 | $53,531-6.6% | $86,188-42.0% | $96,393-48.1% |
| Participation rate | 37.1% | 53.4%-16.4pp | 69.0%-31.9pp | 71.3%-34.2pp |
| Annual return | 17.77% | 20.51%-2.7pp | 1168.45%-1150.7pp | 22.88%-5.1pp |
| Employer contribution / active EE | $791 | $1,158-31.7% | $2,380-66.8% | $3,238-75.6% |
| Participant deferral / active EE | $1,676 | $1,965-14.7% | $3,985-57.9% | $5,455-69.3% |
| Admin fee / account holder | $84 | $55+50.7% | $6,852-98.8% | $74+13.1% |