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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $27,500 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $26,565 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,323 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,113 |
Filed as: VOYA RETIREMENT INSURANCE Service code 49 | Other Services | $10 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 49 · EIN 71-0294708 | Other Services | $0 |
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 | $144,386 | $80,724+78.9% | $103,333+39.7% | $74,495+93.8% |
| Participation rate | 87.9% | 65.7%+22.2pp | 74.5%+13.4pp | 67.2%+20.7pp |
| Annual return | 21.91% | 27.56%-5.6pp | 24.88%-3.0pp | 1364.94%-1343.0pp |
| Employer contribution / active EE | $3,240 | $3,157+2.6% | $3,868-16.2% | $2,623+23.5% |
| Participant deferral / active EE | $11,599 | $3,860+200.5% | $5,057+129.3% | $4,346+166.9% |
| Admin fee / account holder | $307 | $2,368-87.1% | $8,355-96.3% | $1,942-84.2% |