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 |
|---|---|---|
BETTE KARPIN7 years Service code 99 · EIN 23-3101180 P.O. BOX 247 · BRYN MAWR, PA 19010 | Other Fees | $27,151 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 P.O. BOX 990067 · HARTFORD, CT 061990067 | Advisory (Participants) | $11,733 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,089 | $60,323+34.4% | $81,812-0.9% | $74,495+8.9% |
| Participation rate | 85.4% | 62.9%+22.6pp | 72.3%+13.1pp | 67.2%+18.2pp |
| Annual return | 16.57% | 16.90%-0.3pp | 773.79%-757.2pp | 1364.94%-1348.4pp |
| Employer contribution / active EE | $0 | $2,620-100.0% | $2,912-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $3,002 | $3,387-11.4% | $4,319-30.5% | $4,346-30.9% |
| Admin fee / account holder | $331 | $1,486-77.8% | $7,386-95.5% | $1,942-83.0% |