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 5-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 |
|---|---|---|
MORNINGSTAR1+ years Service code 27 | Advisory (Plan) | $2,172 |
Filed as: VOYA RETIREMENT INS AND ANNUITY Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
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 | $112,550 | $70,667+59.3% | $123,104-8.6% | $52,331+115.1% |
| Participation rate | 98.1% | 83.7%+14.4pp | 86.8%+11.3pp | 68.1%+30.0pp |
| Annual return | 8.65% | 6.23%+2.4pp | 13.22%-4.6pp | 4.54%+4.1pp |
| Employer contribution / active EE | $2,980 | $2,946+1.1% | $5,151-42.2% | $1,882+58.4% |
| Participant deferral / active EE | $3,041 | $4,493-32.3% | $6,230-51.2% | $3,022+0.6% |
| Admin fee / account holder | $31 | $506-93.8% | $9,015-99.7% | $592-94.7% |