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: ACTUARIAL PENSION ANALYSTS, INC Service code 49 7000 E GENESEE ST · FAYETTEVILLE, NY 13066 | Other Services | $10,065 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $10,036 |
MORNINGSTAR4 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $7,384 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,750 | $50,458-13.3% | $159,960-72.6% | $64,808-32.5% |
| Participation rate | 70.3% | 68.0%+2.2pp | 78.0%-7.7pp | 71.5%-1.2pp |
| Annual return | -15.56% | -13.42%-2.1pp | 408.60%-424.2pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,241 | $1,722-28.0% | $4,226-70.6% | $2,506-50.5% |
| Participant deferral / active EE | $2,502 | $4,004-37.5% | $6,182-59.5% | $4,310-41.9% |
| Admin fee / account holder | $15 | $706-97.9% | $8,698-99.8% | $188-91.9% |