Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 | Employee (plan); Account maintenance ... | $168,273 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 22-1862786 | Advisory (Participants) | $109,913 |
USI CONSULTING GROUP5 years Filed as: USI ADVISORS INC Service code 27 · EIN 06-1053228 | Advisory (Plan) | $76,384 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,022 | $2,679,533-95.7% | $164,866-29.6% | $199,768-41.9% |
| Participation rate | 96.7% | 78.3%+18.4pp | 78.6%+18.1pp | 72.0%+24.7pp |
| Annual return | 12.96% | 17.93%-5.0pp | 69.97%-57.0pp | 34.26%-21.3pp |
| Employer contribution / active EE | $2,404 | $2,970-19.1% | $4,343-44.6% | $3,037-20.8% |
| Participant deferral / active EE | $5,844 | $5,010+16.7% | $6,033-3.1% | $5,090+14.8% |
| Admin fee / account holder | $201 | $1,982-89.8% | $12,689-98.4% | $269-25.2% |