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 | $56,767-51.5% | $101,794-73.0% | $85,563-67.8% |
| Participation rate | 43.2% | 57.6%-14.3pp | 69.2%-25.9pp | 66.0%-22.7pp |
| Annual return | 17.62% | 17.76%-0.1pp | 30.53%-12.9pp | 31.51%-13.9pp |
| Employer contribution / active EE | $942 | $1,112-15.3% | $2,289-58.8% | $2,654-64.5% |
| Participant deferral / active EE | $1,748 | $2,720-35.7% | $4,084-57.2% | $4,375-60.0% |
| Admin fee / account holder | $311 | $1,098-71.7% | $8,777-96.5% | $834-62.7% |