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: COMMONWEALTH EQUITY SERVICES Service code 99 · EIN 04-2675571 | Other Fees | $15,447 |
Filed as: VOYA RETIRMENT INSURANCE & ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,353 |
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 | $76,775 | $65,390+17.4% | $169,368-54.7% | $71,457+7.4% |
| Participation rate | 67.4% | 67.0%+0.5pp | 77.1%-9.7pp | 67.9%-0.5pp |
| Annual return | 17.40% | 21.31%-3.9pp | 405.60%-388.2pp | 28.85%-11.4pp |
| Employer contribution / active EE | $2,917 | $2,079+40.3% | $4,013-27.3% | $2,588+12.7% |
| Participant deferral / active EE | $5,737 | $4,367+31.4% | $6,221-7.8% | $4,289+33.8% |
| Admin fee / account holder | $203 | $1,324-84.7% | $9,003-97.7% | $1,587-87.2% |