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 9-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: RELIASTAR LIFE INSURANCE COMPANY Service code 13 · EIN 41-0451140 | Contract Administrator | $52,017 |
Filed as: ING MUTUAL FUNDS Service code 28 · EIN 95-4516049 | Investment Management | $14,995 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $18,564 | $52,293-64.5% | $178,490-89.6% | $73,409-74.7% |
| Participation rate | 26.3% | 65.3%-39.1pp | 81.9%-55.6pp | 72.2%-45.9pp |
| Annual return | 12.23% | 34.75%-22.5pp | 151.07%-138.8pp | 59.29%-47.1pp |
| Employer contribution / active EE | $406 | $1,735-76.6% | $5,011-91.9% | $2,234-81.8% |
| Participant deferral / active EE | $526 | $2,332-77.5% | $5,202-89.9% | $3,805-86.2% |
| Admin fee / account holder | $54 | $127-57.8% | $13,984-99.6% | $158-66.0% |