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 4-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 RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $1,533 |
ALLIANCE BENEFIT GROUP3 years Filed as: ALLIANCE BENEFIT GROUP OF HOUSTON Service code 49 · EIN 71-0294708 | Other Services | $0 |
Service code 99 · EIN 61-1758632 | Other 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,514 | $56,047-50.9% | $98,716-72.1% | $79,634-65.4% |
| Participation rate | 43.2% | 54.6%-11.4pp | 69.3%-26.0pp | 62.5%-19.2pp |
| Annual return | 17.62% | 17.58%0pp | 31.81%-14.2pp | 36.46%-18.8pp |
| Employer contribution / active EE | $942 | $1,237-23.8% | $2,279-58.6% | $2,529-62.7% |
| Participant deferral / active EE | $1,748 | $2,469-29.2% | $4,048-56.8% | $3,835-54.4% |
| Admin fee / account holder | $311 | $1,512-79.4% | $8,703-96.4% | $1,002-68.9% |