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 RETIREMENT ADVISORS Service code 26 · EIN 02-0488491 | Advisory (Participants) | $39,740 |
MORNINGSTAR9 years Filed as: MORINGSTAR Service code 27 | Advisory (Plan) | $19,096 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $19,096 |
HICKS PENSION SERVICES5 years Filed as: QUALIFIED SERVICES INC DBA HICKS PE Service code 49 | Other Services | $18,372 |
MORNINGSTAR10+ years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,743 | $84,556+227.3% | $116,228+138.1% | $74,304+272.4% |
| Participation rate | 99.2% | 66.0%+33.2pp | 74.6%+24.7pp | 60.3%+38.9pp |
| Annual return | 12.99% | 18.35%-5.4pp | 90.06%-77.1pp | 29.43%-16.4pp |
| Employer contribution / active EE | $3,428 | $2,168+58.2% | $2,994+14.5% | $2,241+53.0% |
| Participant deferral / active EE | $7,830 | $3,814+105.3% | $4,953+58.1% | $3,767+107.9% |
| Admin fee / account holder | $322 | $3,792-91.5% | $11,989-97.3% | $2,969-89.2% |