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 | $314,000 |
T ROWE PRICE RPS INC11+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $248,000 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $74,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,571 | $117,739+106.0% | $88,946+172.7% | $117,739+106.0% |
| Participation rate | 96.8% | 76.6%+20.1pp | 68.8%+27.9pp | 76.6%+20.1pp |
| Annual return | 16.97% | 17.29%-0.3pp | 57.82%-40.9pp | 17.29%-0.3pp |
| Employer contribution / active EE | $5,755 | $3,746+53.6% | $2,555+125.3% | $3,746+53.6% |
| Participant deferral / active EE | $10,031 | $6,128+63.7% | $4,581+119.0% | $6,128+63.7% |
| Admin fee / account holder | $74 | $112-33.6% | $8,261-99.1% | $112-33.6% |