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: VOYA RETIREMENT INS AND ANNUITY CO Service code 27 · EIN 71-0294708 | Advisory (Plan) | $143,766 |
Filed as: GLOBAL RETIREMENT PARTNERS Service code 99 | Other Fees | $58,233 |
Service code 49 1110 N MOUNTAIN RD · HARRISBURG, PA 17112 | Other Services | $24,517 |
Filed as: GLOBAL RETIREMENT PARTNERS, LLC Service code 99 · EIN 47-1411118 | Other Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $69,513 | $88,982-21.9% | $102,438-32.1% | $77,671-10.5% |
| Participation rate | 95.7% | 80.9%+14.8pp | 76.5%+19.2pp | 70.6%+25.1pp |
| Annual return | 11.92% | 25.01%-13.1pp | 29.37%-17.5pp | 31.21%-19.3pp |
| Employer contribution / active EE | $2,930 | $2,698+8.6% | $3,024-3.1% | $2,726+7.4% |
| Participant deferral / active EE | $6,152 | $5,144+19.6% | $5,054+21.7% | $4,648+32.4% |
| Admin fee / account holder | $310 | $236+31.8% | $9,448-96.7% | $430-27.9% |