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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $72,201 |
Filed as: CAROLINA QUALIFIED RETIREMENT PLAN Service code 99 1462 HARBORSUN DRIVE · CHARLESTON, SC 29412 | Other Fees | $23,900 |
Filed as: MCGREGOR & COMPANY Service code 99 3830 FOREST DRIVE · COLUMBIA, SC 29204 | Other Fees | $8,925 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $14,863 | $45,000-67.0% | $143,757-89.7% | $77,904-80.9% |
| Participation rate | 38.3% | 66.8%-28.5pp | 80.3%-42.0pp | 73.7%-35.4pp |
| Annual return | -15.44% | 29.03%-44.5pp | -0.04%-15.4pp | 12.21%-27.6pp |
| Employer contribution / active EE | $370 | $1,870-80.2% | $4,951-92.5% | $2,848-87.0% |
| Participant deferral / active EE | $596 | $3,157-81.1% | $5,637-89.4% | $4,806-87.6% |
| Admin fee / account holder | $173 | $98+75.8% | $14,673-98.8% | $133+30.6% |