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, LLC3 years Service code 99 · EIN 26-0058143 | Other Fees | $30,817 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $6,607 |
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 | $27,432 | $51,045-46.3% | $70,515-61.1% | $71,457-61.6% |
| Participation rate | 89.3% | 59.4%+29.9pp | 68.3%+20.9pp | 67.9%+21.3pp |
| Annual return | 17.80% | 42.63%-24.8pp | 32.77%-15.0pp | 28.85%-11.0pp |
| Employer contribution / active EE | $797 | $1,790-55.5% | $2,973-73.2% | $2,588-69.2% |
| Participant deferral / active EE | $3,627 | $3,026+19.8% | $4,567-20.6% | $4,289-15.4% |
| Admin fee / account holder | $18 | $1,994-99.1% | $6,412-99.7% | $1,587-98.9% |