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 INSURANCE AND ANNUI Service code 99 · EIN 71-0294708 | Other Fees | $44,697 |
USI CONSULTING GROUP4 years Filed as: USI ADVISORS,INC. Service code 99 · EIN 06-1397347 | Other Fees | $24,720 |
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 | $111,184 | $79,171+40.4% | $102,423+8.6% | $74,495+49.3% |
| Participation rate | 49.8% | 74.8%-25.0pp | 76.5%-26.7pp | 67.2%-17.4pp |
| Annual return | 11.34% | 54.93%-43.6pp | 29.32%-18.0pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,406 | $2,362-40.5% | $3,023-53.5% | $2,623-46.4% |
| Participant deferral / active EE | $2,426 | $4,415-45.1% | $5,053-52.0% | $4,346-44.2% |
| Admin fee / account holder | $326 | $2,001-83.7% | $9,451-96.5% | $1,942-83.2% |