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 |
|---|---|---|
Filed as: NATIONAL FINANCIAL SERVICES LLC Service code 61 · EIN 04-3523567 | Finders' fees / placement fees | $40,628 |
Service code 37 · EIN 04-2647786 | Loan Processing | $12,307 |
Filed as: VOYA FINANCIAL ADVISORS INC Service code 55 · EIN 41-0945505 | Other Commissions | $8,634 |
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.
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 | $61,734 | $98,750-37.5% | $149,696-58.8% | $79,858-22.7% |
| Participation rate | 67.4% | 75.8%-8.4pp | 82.5%-15.1pp | 69.6%-2.3pp |
| Annual return | 16.66% | 27.43%-10.8pp | 276.60%-259.9pp | 31.71%-15.0pp |
| Employer contribution / active EE | $380 | $3,216-88.2% | $4,644-91.8% | $2,471-84.6% |
| Participant deferral / active EE | $3,110 | $5,680-45.3% | $6,842-54.5% | $3,740-16.9% |
| Admin fee / account holder | $150 | $6,053-97.5% | $9,309-98.4% | $5,306-97.2% |