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: L.H FRISHKOFF & COMPANY LLP Service code 99 · EIN 13-1974820 | Other Fees | $5,000 |
Filed as: VOYA RETIREMENT INSURANCE& ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $1,900 |
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 | $43,907 | $63,299-30.6% | $91,001-51.8% | $62,292-29.5% |
| Participation rate | 88.4% | 73.3%+15.1pp | 75.6%+12.8pp | 69.5%+18.9pp |
| Annual return | 24.63% | 20.99%+3.6pp | 4.60%+20.0pp | 28.90%-4.3pp |
| Employer contribution / active EE | $0 | $1,807-100.0% | $2,456-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,243 | $2,943+10.2% | $3,547-8.6% | $3,169+2.3% |
| Admin fee / account holder | $12 | $468-97.4% | $5,417-99.8% | $479-97.5% |