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 & ANNUITY11+ years Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $6,475 |
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 | $73,247 | $87,870-16.6% | $113,168-35.3% | $74,304-1.4% |
| Participation rate | 95.7% | 70.7%+24.9pp | 76.6%+19.1pp | 60.3%+35.3pp |
| Annual return | 15.10% | 26.44%-11.3pp | 24.27%-9.2pp | 29.43%-14.3pp |
| Employer contribution / active EE | $2,041 | $2,277-10.4% | $2,975-31.4% | $2,241-8.9% |
| Participant deferral / active EE | $3,981 | $4,241-6.1% | $5,107-22.0% | $3,767+5.7% |
| Admin fee / account holder | $44 | $3,368-98.7% | $12,068-99.6% | $2,969-98.5% |