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: DYATECH, LLC Service code 49 · EIN 64-0932631 381 HIGHLAND COLONY PKWY · RIDGELAND, MS 39157 | Other Services | $0 |
Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANN Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,187 | $89,808-30.8% | $100,383-38.1% | $77,671-19.9% |
| Participation rate | 26.7% | 81.2%-54.5pp | 81.5%-54.8pp | 70.6%-43.9pp |
| Annual return | 14.12% | 20.62%-6.5pp | 49.26%-35.1pp | 31.21%-17.1pp |
| Employer contribution / active EE | $0 | $3,039-100.0% | $3,944-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $2,085 | $8,284-74.8% | $8,086-74.2% | $4,648-55.1% |
| Admin fee / account holder | $334 | $174+91.8% | $7,900-95.8% | $430-22.3% |