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 7-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 | $75,364 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $35,563 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,893 | $59,054-52.8% | $97,167-71.3% | $77,671-64.1% |
| Participation rate | 64.1% | 67.9%-3.8pp | 72.7%-8.6pp | 70.6%-6.5pp |
| Annual return | 14.33% | 16.96%-2.6pp | 75.27%-60.9pp | 31.21%-16.9pp |
| Employer contribution / active EE | $1,634 | $1,742-6.2% | $2,729-40.1% | $2,726-40.1% |
| Participant deferral / active EE | $3,476 | $3,930-11.5% | $4,264-18.5% | $4,648-25.2% |
| Admin fee / account holder | $313 | $346-9.7% | $5,650-94.5% | $430-27.3% |