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 INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $48,118 |
LARA MAY & ASSOCIATES LLC4+ years Filed as: LARA, MAY & ASSOCIATES LLC Service code 55 7600 LEESBURG PIKE · FALLS CHURCH, VA 22043 | Other Commissions | $33,587 |
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 | $129,478 | $49,177+163.3% | $79,464+62.9% | $64,186+101.7% |
| Participation rate | 98.9% | 65.0%+33.8pp | 73.3%+25.5pp | 69.6%+29.3pp |
| Annual return | -3.42% | -1.16%-2.3pp | 718.14%-721.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $250 | $2,076-88.0% | $2,800-91.1% | $2,381-89.5% |
| Participant deferral / active EE | $8,152 | $2,821+188.9% | $3,704+120.1% | $3,470+135.0% |
| Admin fee / account holder | $321 | $3,839-91.6% | $5,113-93.7% | $4,888-93.4% |