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 8-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 15 · EIN 01-0233346 | Recordkeeping | $1,208 |
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $150 |
Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,074 | $88,083-19.3% | $164,813-56.9% | $74,495-4.6% |
| Participation rate | 64.6% | 73.0%-8.5pp | 78.6%-14.0pp | 67.2%-2.6pp |
| Annual return | 13.09% | 17.26%-4.2pp | 69.93%-56.8pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $676 | $2,593-73.9% | $4,341-84.4% | $2,623-74.2% |
| Participant deferral / active EE | $3,760 | $4,498-16.4% | $6,031-37.7% | $4,346-13.5% |
| Admin fee / account holder | $350 | $2,234-84.4% | $12,690-97.2% | $1,942-82.0% |