Filed April 16, 2025 (most recent of 2 filings on file)
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.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA INSTITUTIONAL PLAN SERVICES, L Service code 37 · EIN 04-3516284 | Loan Processing | $628,478 |
AON CONSULTING1+ years Filed as: AON Service code 28 · EIN 36-3109431 | Investment Management | $129,719 |
SAGE ADVISORY SERVICES1+ years Filed as: SAGE VIEW Service code 28 · EIN 33-0818667 | Investment Management | $68,680 |
BDO USA, LLP1+ years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $42,100 |
CUSTOMIZED HR SOLUTIONS, LLC1+ years Filed as: CUSTOMIZED HR SOLUTIONS Service code 65 · EIN 46-2183610 | Account Maintenance | $12,869 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,184 | $117,739-39.5% | $91,541-22.2% | $117,739-39.5% |
| Participation rate | 93.9% | 76.6%+17.2pp | 69.8%+24.1pp | 76.6%+17.2pp |
| Annual return | 21.13% | 17.29%+3.8pp | 20.50%+0.6pp | 17.29%+3.8pp |
| Employer contribution / active EE | $5,097 | $3,746+36.1% | $2,505+103.5% | $3,746+36.1% |
| Participant deferral / active EE | $6,865 | $6,128+12.0% | $4,008+71.3% | $6,128+12.0% |
| Admin fee / account holder | $104 | $112-7.2% | $6,956-98.5% | $112-7.2% |