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 |
|---|---|---|
APPLIED PLAN ADMINISTRATORS LLC4+ years Filed as: APPLIED PLAN ADMINISTRATORS Service code 15 · EIN 46-5761416 | Recordkeeping | $0 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO. Service code 60 · EIN 71-0294708 | Sub-TA Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,621 | $48,116-42.6% | $99,443-72.2% | $77,787-64.5% |
| Participation rate | 31.5% | 60.0%-28.5pp | 73.8%-42.3pp | 73.2%-41.7pp |
| Annual return | -2.42% | 23.23%-25.7pp | 30.72%-33.1pp | 32.57%-35.0pp |
| Employer contribution / active EE | $0 | $1,057-100.0% | $2,540-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $813 | $2,238-63.7% | $3,619-77.5% | $3,967-79.5% |
| Admin fee / account holder | $74 | $87-14.9% | $6,250-98.8% | $100-25.7% |