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 |
|---|---|---|
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,880 |
Filed as: VOYA RETIREMENT INS & ANNTY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $5,880 |
Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 49 401 BROADHOLLOW DRIVE · MELVILLE, NY 11747 | Other Services | $5,741 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $83,773 | $26,114+220.8% | $58,482+43.2% | $74,419+12.6% |
| Participation rate | 12.2% | 32.1%-20.0pp | 50.9%-38.7pp | 70.7%-58.6pp |
| Annual return | 15.68% | 32.51%-16.8pp | 4239.32%-4223.6pp | 34.38%-18.7pp |
| Employer contribution / active EE | $199 | $536-62.8% | $1,053-81.1% | $2,637-92.4% |
| Participant deferral / active EE | $956 | $1,075-11.1% | $1,924-50.3% | $4,528-78.9% |
| Admin fee / account holder | $38 | $649-94.2% | $2,516-98.5% | $348-89.2% |