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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $189,614 |
WELLS FARGO BANK, N.A.3 years Filed as: WELLS FARGO CLEARING SERVICES, LLC Service code 99 · EIN 34-1542819 | Other Fees | $136,776 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $19,166 |
HAYNIE & COMPANY4 years Filed as: HAYNIE AND COMPANY Service code 99 · EIN 87-0325228 | Other Fees | $14,500 |
BAKER & HOSTETLER LLP1 year Filed as: BAKER AND HOSTETLER LLP Service code 99 · EIN 34-0082025 | Other Fees | $13,186 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $540,340 | $101,317+433.3% | $146,958+267.7% | $74,495+625.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 15.24% | 8730.91%-8715.7pp | 418.34%-403.1pp | 1364.94%-1349.7pp |
| Employer contribution / active EE | $17,530 | $3,810+360.1% | $4,933+255.4% | $2,623+568.3% |
| Participant deferral / active EE | $16,422 | $7,303+124.9% | $8,070+103.5% | $4,346+277.9% |
| Admin fee / account holder | $1,278 | $1,739-26.5% | $12,998-90.2% | $1,942-34.2% |