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 |
|---|---|---|
Service code 15 · EIN 38-3220894 | Recordkeeping | $8,049 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,183 | $64,909-75.1% | $82,313-80.3% | $62,292-74.0% |
| Participation rate | 92.9% | 74.9%+18.0pp | 76.9%+16.0pp | 69.5%+23.3pp |
| Annual return | 16.31% | 21.18%-4.9pp | 25.88%-9.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $725 | $1,676-56.8% | $2,428-70.2% | $2,042-64.5% |
| Participant deferral / active EE | $1,824 | $3,103-41.2% | $3,706-50.8% | $3,169-42.4% |
| Admin fee / account holder | $55 | $440-87.6% | $5,608-99.0% | $479-88.6% |