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 |
|---|---|---|
CAPFINANCIAL PARTNERS LLC5 years Service code 99 · EIN 26-0058143 | Other Fees | $74,780 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $58,114 |
LIEBHERR-AMERICA, INC1 year Service code 99 · EIN 54-0885749 | Other Fees | $17,325 |
VOYA RETIREMENT INSURANCE & ANNUITY10+ years Service code 26 · EIN 71-0294708 | Advisory (Participants) | $9,436 |
MORNINGSTAR4 years Filed as: MORNINGSTAR INVESTMENT MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $9,286 |
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 | $118,113 | $110,299+7.1% | $102,423+15.3% | $199,593-40.8% |
| Participation rate | 96.8% | 86.3%+10.5pp | 76.5%+20.3pp | 72.0%+24.8pp |
| Annual return | 14.95% | 35.73%-20.8pp | 29.32%-14.4pp | 34.25%-19.3pp |
| Employer contribution / active EE | $5,343 | $3,603+48.3% | $3,023+76.7% | $3,034+76.1% |
| Participant deferral / active EE | $7,937 | $6,376+24.5% | $5,053+57.1% | $5,087+56.0% |
| Admin fee / account holder | $174 | $122+42.1% | $9,451-98.2% | $269-35.4% |