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 | $13,807 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $3,775 |
Filed as: FIRST GREAT-WEST LIFE & ANNUITY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $45,736 | $91,372-49.9% | $129,995-64.8% | $74,419-38.5% |
| Participation rate | 49.7% | 77.8%-28.1pp | 78.5%-28.8pp | 70.7%-21.0pp |
| Annual return | 19.68% | 23.21%-3.5pp | -137.18%+156.9pp | 34.38%-14.7pp |
| Employer contribution / active EE | $449 | $2,563-82.5% | $4,320-89.6% | $2,637-83.0% |
| Participant deferral / active EE | $2,785 | $4,721-41.0% | $5,820-52.1% | $4,528-38.5% |
| Admin fee / account holder | $63 | $283-77.8% | $10,614-99.4% | $348-81.9% |