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 |
|---|---|---|
Service code 13 4919 VAN DYKE RD · LUTZ, FL 33558 | Contract Administrator | $8,362 |
Filed as: VOYA RETIREMENT INS & ANN CO Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $5,325 |
Filed as: GREAT-WEST LIFE & ANNUITY Service code 64 · EIN 84-0467907 | Recordkeeping Fees | $0 |
Filed as: KESTRA ADVISORY SVCS Service code 27 · EIN 47-1566880 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $42,231 | $58,290-27.5% | $98,442-57.1% | $86,799-51.3% |
| Participation rate | 50.7% | 68.3%-17.6pp | 73.3%-22.6pp | 72.3%-21.6pp |
| Annual return | 12.27% | 43.48%-31.2pp | 1492.73%-1480.5pp | 97.91%-85.6pp |
| Employer contribution / active EE | $399 | $2,008-80.1% | $2,960-86.5% | $2,405-83.4% |
| Participant deferral / active EE | $2,340 | $3,152-25.8% | $4,276-45.3% | $4,131-43.4% |
| Admin fee / account holder | $66 | $138-52.0% | $5,949-98.9% | $170-61.0% |