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 |
|---|---|---|
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $78,228 |
MMA SECURITIES LLC6 years Service code 55 PO BOX 9497 · NEW YORK, NY 10087 | Other Commissions | $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 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 | $136,901 | $60,323+126.9% | $81,812+67.3% | $74,495+83.8% |
| Participation rate | 91.9% | 62.9%+29.1pp | 72.3%+19.6pp | 67.2%+24.7pp |
| Annual return | 14.92% | 16.90%-2.0pp | 773.79%-758.9pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $497 | $2,620-81.0% | $2,912-82.9% | $2,623-81.1% |
| Participant deferral / active EE | $8,253 | $3,387+143.6% | $4,319+91.1% | $4,346+89.9% |
| Admin fee / account holder | $306 | $1,486-79.4% | $7,386-95.9% | $1,942-84.3% |