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 INS. AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $7,050 |
Filed as: P&A RETIREMENT PLAN SERVICES, INC. Service code 13 6400 MAIN STREET, SUITE 210 · WILLIAMSVILLE, NY 14221 | Contract Administrator | $6,278 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 27 · EIN 35-2552359 | Advisory (Plan) | $4,983 |
VALIANT RETIRE INC.1 year Service code 15 · EIN 87-1649469 | Recordkeeping | $957 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,797 | $55,415-48.0% | $155,509-81.5% | $74,495-61.3% |
| Participation rate | 69.1% | 61.9%+7.2pp | 78.2%-9.0pp | 67.2%+1.9pp |
| Annual return | 22.71% | 268.50%-245.8pp | 64.67%-42.0pp | 1364.94%-1342.2pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $2,564 | $2,836-9.6% | $5,626-54.4% | $4,346-41.0% |
| Admin fee / account holder | $110 | $1,738-93.7% | $15,912-99.3% | $1,942-94.4% |