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 LL Service code 30 · EIN 04-3516284 | Account maintenance fees; Employee (p... | $178,775 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $135,390 |
USI CONSULTING GROUP6 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1053228 | Advisory (Plan) | $78,676 |
LBMC, PC1 year Service code 10 · EIN 62-1199757 | Accounting | $17,200 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,881 | $111,072+12.4% | $156,263-20.1% | $102,872+21.4% |
| Participation rate | 96.8% | 80.1%+16.6pp | 78.9%+17.9pp | 73.0%+23.7pp |
| Annual return | 14.81% | 16.98%-2.2pp | 59.47%-44.7pp | 19.06%-4.2pp |
| Employer contribution / active EE | $2,597 | $4,017-35.3% | $4,333-40.1% | $3,526-26.3% |
| Participant deferral / active EE | $6,371 | $5,455+16.8% | $6,158+3.4% | $5,535+15.1% |
| Admin fee / account holder | $227 | $120+88.8% | $14,255-98.4% | $292-22.2% |