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 |
|---|---|---|
Service code 99 · EIN 47-1411118 5100 POPLAR AVE #2123 · MEMPHIS, TN 38137 | Other Fees | $16,468 |
DCS RETIRE, INC.2 years Service code 49 1780 FERNCREEK DR · ST AUGUSTINE, FL 32092 | Other Services | $4,166 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $2,112 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,606 | $87,870+3.1% | $113,168-19.9% | $74,304+21.9% |
| Participation rate | 47.2% | 70.7%-23.5pp | 76.6%-29.4pp | 60.3%-13.1pp |
| Annual return | 19.70% | 26.44%-6.7pp | 24.27%-4.6pp | 29.43%-9.7pp |
| Employer contribution / active EE | $442 | $2,277-80.6% | $2,975-85.2% | $2,241-80.3% |
| Participant deferral / active EE | $2,547 | $4,241-39.9% | $5,107-50.1% | $3,767-32.4% |
| Admin fee / account holder | $63 | $3,368-98.1% | $12,068-99.5% | $2,969-97.9% |