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 INSTITUTIONAL PLAN SERVICES Service code 15 · EIN 04-3516284 | Recordkeeping | $83,928 |
ERNST & YOUNG LLP4+ years Filed as: ERNST AND YOUNG LLP Service code 10 · EIN 34-6565596 | Accounting | $43,100 |
NORTHERN TRUST COMPANY4+ years Service code 21 · EIN 36-1561860 | Bank Trustee | $31,456 |
WILLIS TOWERS WATSON US LLC2 years Filed as: WATSON WYATT INVESTMENT CONSULTING Service code 11 · EIN 53-0181291 | Actuarial | $19,100 |
Filed as: MERRILL COMMUNICATIONS LLC Service code 14 · EIN 41-2007271 | Plan Administrator | $16,442 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,950 | $60,396-83.5% | $83,848-88.1% | $75,289-86.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.1%+23.9pp | 72.4%+27.6pp |
| Annual return | -4.80% | 3.84%-8.6pp | 850.88%-855.7pp | -0.04%-4.8pp |
| Employer contribution / active EE | $77 | $3,343-97.7% | $3,631-97.9% | $2,405-96.8% |
| Participant deferral / active EE | $2,567 | $2,922-12.2% | $4,082-37.1% | $3,739-31.3% |
| Admin fee / account holder | $79 | $141-44.0% | $5,478-98.6% | $102-22.7% |