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 8-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 |
|---|---|---|
CAP FINANCIAL PARTNERS, LLC2 years Service code 99 · EIN 26-0058143 | Other Fees | $27,184 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $5,199 |
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 | $22,833 | $63,442-64.0% | $68,791-66.8% | $66,914-65.9% |
| Participation rate | 90.5% | 60.0%+30.5pp | 69.0%+21.5pp | 69.8%+20.7pp |
| Annual return | -16.39% | -8.29%-8.1pp | -6.38%-10.0pp | 1.58%-18.0pp |
| Employer contribution / active EE | $781 | $1,775-56.0% | $2,655-70.6% | $2,544-69.3% |
| Participant deferral / active EE | $3,608 | $2,945+22.5% | $3,941-8.5% | $4,237-14.9% |
| Admin fee / account holder | $15 | $577-97.4% | $4,932-99.7% | $593-97.5% |