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: VOYA RETIREMENT INS AND ANNUITY CO. Service code 18 · EIN 71-0294708 | Custodial (other than securities); Di... | $1,400 |
EVERHART ADVISORS1 year Filed as: EVERHART FINANCIAL GROUP INC. Service code 22 2 PRESTIGE PL, STE 130 · MIAMISBURG, OH 45342 | Insurance Broker | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,862 | $85,766-62.9% | $136,294-76.6% | $70,131-54.6% |
| Participation rate | 82.4% | 74.2%+8.3pp | 81.9%+0.5pp | 69.5%+12.9pp |
| Annual return | 17.54% | 31.45%-13.9pp | 5155.94%-5138.4pp | 73.14%-55.6pp |
| Employer contribution / active EE | $9 | $2,966-99.7% | $4,695-99.8% | $2,342-99.6% |
| Participant deferral / active EE | $3,530 | $5,051-30.1% | $6,247-43.5% | $3,332+6.0% |
| Admin fee / account holder | $19 | $5,420-99.7% | $9,243-99.8% | $4,645-99.6% |