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 99 · EIN 26-2771464 | Other Fees | $52,723 |
REDPATH AND COMPANY5 years Service code 99 · EIN 20-2075274 | Other Fees | $7,489 |
ADP BROKER-DEALER2 years Filed as: PENSION CONSULTANTS CO INC Service code 49 · EIN 39-1894140 | Other Services | $6,897 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $3,900 |
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 | $93,551 | $73,004+28.1% | $90,749+3.1% | $68,494+36.6% |
| Participation rate | 85.7% | 70.8%+14.9pp | 75.7%+10.0pp | 67.9%+17.8pp |
| Annual return | -15.18% | -13.81%-1.4pp | -12.16%-3.0pp | -7.84%-7.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,921-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $4,080 | $3,627+12.5% | $4,564-10.6% | $4,027+1.3% |
| Admin fee / account holder | $88 | $5,896-98.5% | $8,445-99.0% | $5,403-98.4% |