See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 11-3271022 401 BROADHOLLOW RD · MELVILLE, NY 11747 | Other Services | $3,663 |
Filed as: VOYA RETIREMENT INS & ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $1,413 |
ASCENSUS LLC1 year Filed as: SCP RETIREMENT SERVICES LLC Service code 49 | Other Services | $1,309 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $107,703 | $86,944+23.9% | $107,525+0.2% | $74,304+44.9% |
| Participation rate | 49.3% | 59.6%-10.3pp | 75.1%-25.8pp | 60.3%-11.1pp |
| Annual return | 13.41% | 23.52%-10.1pp | 181.32%-167.9pp | 29.43%-16.0pp |
| Employer contribution / active EE | $892 | $2,757-67.6% | $3,754-76.2% | $2,241-60.2% |
| Participant deferral / active EE | $3,535 | $3,554-0.5% | $5,116-30.9% | $3,767-6.2% |
| Admin fee / account holder | $45 | $3,727-98.8% | $8,919-99.5% | $2,969-98.5% |