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 |
|---|---|---|
AMERICAN REALTY ADVISORS2 years Filed as: AMERICAN FIDUCIARY CORPORATION Service code 49 200 RESERVOIR ST, SUITE 100 · NEEDHAM, MA 02494 | Other Services | $13,520 |
MORNINGSTAR1 year Service code 27 | Advisory (Plan) | $2,589 |
Filed as: VOYA RETIREMENT AND ANNUITY CO Service code 64 | Recordkeeping Fees | $17 |
Filed as: VOYA RETIREMENT ISURANCE AND ANN CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $23,425 | $30,086-22.1% | $61,373-61.8% | $64,808-63.9% |
| Participation rate | 67.3% | 36.4%+31.0pp | 52.6%+14.8pp | 71.5%-4.1pp |
| Annual return | -12.38% | -13.99%+1.6pp | 338.61%-351.0pp | 32.82%-45.2pp |
| Employer contribution / active EE | $1,869 | $536+248.6% | $1,159+61.2% | $2,506-25.4% |
| Participant deferral / active EE | $5,566 | $1,126+394.4% | $2,125+161.9% | $4,310+29.1% |
| Admin fee / account holder | $9 | $148-94.0% | $2,130-99.6% | $188-95.3% |