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 8-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 |
|---|---|---|
ELLIOTT GROUP CPAS, PLLC1 year Service code 10 5960 FAIRVIEW ROAD · CHARLOTTE, NC 28210 | Accounting | $11,500 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $2,150 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $993 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,492 | $86,944-38.5% | $107,525-50.3% | $74,304-28.0% |
| Participation rate | 68.9% | 59.6%+9.4pp | 75.1%-6.2pp | 60.3%+8.6pp |
| Annual return | 15.84% | 23.52%-7.7pp | 181.32%-165.5pp | 29.43%-13.6pp |
| Employer contribution / active EE | $1,148 | $2,757-58.3% | $3,754-69.4% | $2,241-48.8% |
| Participant deferral / active EE | $4,700 | $3,554+32.2% | $5,116-8.1% | $3,767+24.7% |
| Admin fee / account holder | $121 | $3,727-96.8% | $8,919-98.6% | $2,969-95.9% |