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 | $15,838 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,925 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $40,169 | $89,436-55.1% | $164,813-75.6% | $77,643-48.3% |
| Participation rate | 62.3% | 78.6%-16.3pp | 78.6%-16.3pp | 70.6%-8.3pp |
| Annual return | 13.17% | 28.83%-15.7pp | 69.93%-56.8pp | 31.24%-18.1pp |
| Employer contribution / active EE | $524 | $2,569-79.6% | $4,341-87.9% | $2,726-80.8% |
| Participant deferral / active EE | $3,170 | $4,897-35.3% | $6,031-47.4% | $4,647-31.8% |
| Admin fee / account holder | $62 | $339-81.6% | $12,690-99.5% | $430-85.5% |