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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 99 · EIN 36-4001764 | Other Fees | $15,968 |
VOYA RETIREMENT INSURANCE & ANNUITY11+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,673 |
DUNCASTER, INC.3 years Service code 99 · EIN 22-2000222 | Other Fees | $9,000 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $5,230 |
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 | $46,311 | $50,982-9.2% | $154,803-70.1% | $85,563-45.9% |
| Participation rate | 94.5% | 59.8%+34.8pp | 78.1%+16.5pp | 66.0%+28.6pp |
| Annual return | 14.28% | 30.35%-16.1pp | 58.88%-44.6pp | 31.51%-17.2pp |
| Employer contribution / active EE | $1,992 | $1,708+16.6% | $4,305-53.7% | $2,654-24.9% |
| Participant deferral / active EE | $3,589 | $2,474+45.0% | $5,540-35.2% | $4,375-18.0% |
| Admin fee / account holder | $112 | $846-86.8% | $14,329-99.2% | $834-86.6% |