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 |
|---|---|---|
HESSEL & ASSOCIATES, LLC1 year Service code 49 · EIN 45-4090227 | Other Services | $0 |
Filed as: VOYA RETIREMENT INSURUANCE &ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $51,418 | $71,192-27.8% | $117,854-56.4% | $62,292-17.5% |
| Participation rate | 56.8% | 74.2%-17.5pp | 79.7%-22.9pp | 69.5%-12.7pp |
| Annual return | 17.01% | 18.66%-1.6pp | 335.08%-318.1pp | 28.90%-11.9pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,130 | $3,189+29.5% | $4,482-7.8% | $3,169+30.3% |
| Admin fee / account holder | $39 | $587-93.4% | $8,020-99.5% | $479-92.0% |