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 | $8,411 |
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 | $66,354 | $79,184-16.2% | $102,438-35.2% | $74,546-11.0% |
| Participation rate | 97.6% | 74.8%+22.8pp | 76.5%+21.1pp | 67.2%+30.4pp |
| Annual return | 15.65% | 54.95%-39.3pp | 29.37%-13.7pp | 1366.03%-1350.4pp |
| Employer contribution / active EE | $1,880 | $2,362-20.4% | $3,024-37.8% | $2,624-28.3% |
| Participant deferral / active EE | $3,544 | $4,414-19.7% | $5,054-29.9% | $4,347-18.5% |
| Admin fee / account holder | $43 | $2,001-97.9% | $9,448-99.5% | $1,944-97.8% |