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: VOYA RETIREMENT INSURANCE AND ANNUI Service code 15 · EIN 71-0294708 | Recordkeeping | $30,501 |
VALIANT RETIRE INC.2 years Service code 15 · EIN 87-1649469 | Recordkeeping | $9,447 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE LIFE INSURANCE COMPANY Service code 37 · EIN 13-5570651 | Loan Processing | $1,798 |
Filed as: COMMONWEALTH EQUITY SERVICES Service code 26 · EIN 04-2675571 | Advisory (Participants) | $0 |
Filed as: KESTRA ADVISORY SERVICES LLC Service code 26 · EIN 35-2552359 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $46,144 | $47,126-2.1% | $149,673-69.2% | $74,419-38.0% |
| Participation rate | 42.5% | 63.4%-20.9pp | 78.8%-36.2pp | 70.7%-28.2pp |
| Annual return | 13.96% | 22.75%-8.8pp | 134.42%-120.5pp | 34.38%-20.4pp |
| Employer contribution / active EE | $800 | $1,905-58.0% | $4,818-83.4% | $2,637-69.7% |
| Participant deferral / active EE | $1,136 | $2,728-58.4% | $5,680-80.0% | $4,528-74.9% |
| Admin fee / account holder | $120 | $343-65.1% | $13,210-99.1% | $348-65.6% |