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: RAYMOND JAMES & ASSOCIATES Service code 99 · EIN 59-1237041 | Other Fees | $47,489 |
FORVIS MAZARS, LLP1 year Filed as: FORVIS MAZARS LLP Service code 10 · EIN 44-0160260 | Accounting | $31,500 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $16,607 |
ASCENSUS LLC4 years Filed as: ASCENSUS Service code 49 | Other Services | $15,092 |
INTAC ACTUARIAL SERVICES4 years Filed as: INTAC ACTUARIAL SERVICES INC Service code 99 · EIN 22-2446239 | Other Fees | $6,332 |
Filed as: VOYA RETIREMENT ADVISORS LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $3,175 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $169,834 | $122,239+38.9% | $184,203-7.8% | $74,495+128.0% |
| Participation rate | 97.0% | 85.5%+11.5pp | 86.8%+10.2pp | 67.2%+29.8pp |
| Annual return | 12.89% | 19.95%-7.1pp | 28.81%-15.9pp | 1364.94%-1352.1pp |
| Employer contribution / active EE | $2,095 | $4,537-53.8% | $6,427-67.4% | $2,623-20.1% |
| Participant deferral / active EE | $6,694 | $7,139-6.2% | $9,131-26.7% | $4,346+54.0% |
| Admin fee / account holder | $602 | $1,260-52.2% | $13,901-95.7% | $1,942-69.0% |