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 | $9,892 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 27 · EIN 71-0294708 | Advisory (Plan) | $8,089 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,839 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,432 | $56,638-7.4% | $169,368-69.0% | $74,419-29.5% |
| Participation rate | 68.6% | 67.5%+1.0pp | 77.1%-8.6pp | 70.7%-2.2pp |
| Annual return | 16.66% | 24.75%-8.1pp | 405.60%-388.9pp | 34.38%-17.7pp |
| Employer contribution / active EE | $1,270 | $2,027-37.4% | $4,013-68.4% | $2,637-51.9% |
| Participant deferral / active EE | $2,441 | $4,223-42.2% | $6,221-60.8% | $4,528-46.1% |
| Admin fee / account holder | $14 | $307-95.4% | $9,003-99.8% | $348-95.9% |