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 7-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 Service code 15 · EIN 71-0294708 PO BOX 990067 · HARTFORD, CT 061990067 | Recordkeeping | $7,646 |
Filed as: HAWKE FINANCIAL SERVICES Service code 51 · EIN 95-4894682 2484 N. STOKESBERRY PL · MERIDIAN, ID 83646 | Investment Mgmt Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,599 | $48,750-6.5% | $88,946-48.7% | $74,304-38.6% |
| Participation rate | 35.5% | 44.5%-9.0pp | 68.8%-33.4pp | 60.3%-24.9pp |
| Annual return | 22.11% | 25.91%-3.8pp | 57.82%-35.7pp | 29.43%-7.3pp |
| Employer contribution / active EE | $887 | $1,255-29.3% | $2,555-65.3% | $2,241-60.4% |
| Participant deferral / active EE | $1,953 | $2,423-19.4% | $4,581-57.4% | $3,767-48.2% |
| Admin fee / account holder | $1,147 | $3,756-69.5% | $8,261-86.1% | $2,969-61.4% |