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 27 · EIN 71-0294708 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Plan) | $11,625 |
NICHOLAS PENSION CONSULTANTS9+ years Service code 49 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Other Services | $7,666 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,889 | $56,638+19.9% | $169,368-59.9% | $74,419-8.8% |
| Participation rate | 36.0% | 67.5%-31.5pp | 77.1%-41.1pp | 70.7%-34.7pp |
| Annual return | 22.30% | 24.75%-2.5pp | 405.60%-383.3pp | 34.38%-12.1pp |
| Employer contribution / active EE | $1,627 | $2,027-19.7% | $4,013-59.4% | $2,637-38.3% |
| Participant deferral / active EE | $3,151 | $4,223-25.4% | $6,221-49.3% | $4,528-30.4% |
| Admin fee / account holder | $42 | $307-86.3% | $9,003-99.5% | $348-87.9% |