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: PROFESSIONAL PENSION SERVICES INC Service code 13 · EIN 41-0848121 | Contract Administrator | $364,340 |
Filed as: VOYA RETIREMENT INS AND ANNUITY CO Service code 15 · EIN 71-0294708 | Recordkeeping | $9,200 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,197 | $47,078-46.5% | $100,671-75.0% | $55,191-54.3% |
| Participation rate | 62.8% | 58.0%+4.8pp | 70.7%-7.9pp | 69.2%-6.3pp |
| Annual return | -0.10% | 0.65%-0.7pp | 20.43%-20.5pp | 10.78%-10.9pp |
| Employer contribution / active EE | $867 | $1,065-18.6% | $4,012-78.4% | $1,899-54.3% |
| Participant deferral / active EE | $1,197 | $2,038-41.3% | $3,144-61.9% | $3,046-60.7% |
| Admin fee / account holder | $159 | $153+3.8% | $4,850-96.7% | $91+75.2% |