See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: VOYA RETIREMENT INS. & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $2,250 |
THE BENEFIT PRACTICE2 years Service code 15 · EIN 13-4144565 | Recordkeeping | $375 |
Filed as: FIRST REPUBLIC INVESTMENT MANAGE IN Service code 28 · EIN 22-3623353 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,456 | $40,174-59.0% | $84,015-80.4% | $67,579-75.6% |
| Participation rate | 26.7% | 62.7%-36.0pp | 69.0%-42.3pp | 71.3%-44.6pp |
| Annual return | 60.24% | 25.82%+34.4pp | 71.31%-11.1pp | 378.56%-318.3pp |
| Employer contribution / active EE | $0 | $808-100.0% | $1,983-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,450 | $2,301+6.5% | $3,239-24.3% | $3,539-30.8% |
| Admin fee / account holder | $20 | $128-84.1% | $6,101-99.7% | $142-85.7% |