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 RET INSURANCE AND ANNUITY CO Service code 26 · EIN 71-0294708 | Advisory (Participants) | $8,146 |
Filed as: CBIZ SOMERSET Service code 99 · EIN 20-2000222 | Other Fees | $7,271 |
Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 49 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Other Services | $0 |
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 | $70,961 | $80,724-12.1% | $103,333-31.3% | $74,495-4.7% |
| Participation rate | 93.4% | 65.7%+27.8pp | 74.5%+18.9pp | 67.2%+26.2pp |
| Annual return | 13.31% | 27.56%-14.3pp | 24.88%-11.6pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $6,619 | $3,157+109.6% | $3,868+71.1% | $2,623+152.3% |
| Participant deferral / active EE | $4,474 | $3,860+15.9% | $5,057-11.5% | $4,346+3.0% |
| Admin fee / account holder | $184 | $2,368-92.2% | $8,355-97.8% | $1,942-90.5% |