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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 28 · EIN 04-3516284 | Investment Management | $133,581 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $73,160 |
Filed as: ONEDIGITAL Service code 27 · EIN 82-1434504 | Advisory (Plan) | $36,667 |
FORVIS MAZARS, LLP1+ years Filed as: FORVIS, LLP Service code 10 · EIN 43-1815436 | Accounting | $17,998 |
MARINER LLC1+ years Filed as: MARINER INSTITUTIONAL, LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
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 | $34,635 | $57,610-39.9% | $154,803-77.6% | $102,872-66.3% |
| Participation rate | 65.0% | 59.5%+5.5pp | 78.1%-13.1pp | 73.0%-8.1pp |
| Annual return | 17.58% | 30.49%-12.9pp | 58.88%-41.3pp | 19.06%-1.5pp |
| Employer contribution / active EE | $2,429 | $1,883+29.0% | $4,305-43.6% | $3,526-31.1% |
| Participant deferral / active EE | $1,836 | $2,914-37.0% | $5,540-66.9% | $5,535-66.8% |
| Admin fee / account holder | $87 | $368-76.3% | $14,329-99.4% | $292-70.2% |