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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $65,496 |
Filed as: ROYAL ALLIANCE ASSOCIATES, INC Service code 99 · EIN 93-0987232 10 EXCHANGE PLACE · JERSEY CITY, NJ 07302 | Other Fees | $40,000 |
Filed as: ASSOCIATED PENSION CONSULTANTS INC Service code 49 · EIN 11-3271022 401 BROADHOLLOW ROAD · MELVILLE, NY 11747 | Other Services | $36,525 |
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 | $38,706 | $34,677+11.6% | $77,024-49.7% | $64,808-40.3% |
| Participation rate | 62.7% | 49.8%+12.8pp | 67.9%-5.2pp | 71.5%-8.8pp |
| Annual return | -17.22% | -5.33%-11.9pp | 42.32%-59.5pp | 32.82%-50.0pp |
| Employer contribution / active EE | $0 | $1,370-100.0% | $2,812-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $5,045 | $2,556+97.4% | $4,426+14.0% | $4,310+17.0% |
| Admin fee / account holder | $66 | $179-62.8% | $5,425-98.8% | $188-64.7% |