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, LLC2 years 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 | $43,810 | $66,302-33.9% | $110,238-60.3% | $56,287-22.2% |
| Participation rate | 62.5% | 74.9%-12.4pp | 79.8%-17.3pp | 69.9%-7.4pp |
| Annual return | -4.45% | -1.18%-3.3pp | 314.74%-319.2pp | -9.96%+5.5pp |
| Employer contribution / active EE | $0 | $2,047-100.0% | $3,826-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $4,239 | $3,381+25.4% | $4,672-9.3% | $3,350+26.6% |
| Admin fee / account holder | $40 | $698-94.3% | $8,547-99.5% | $521-92.4% |