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 |
|---|---|---|
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $96,505 |
Filed as: ANCORA RETIREMENT PLAN ADVISORS INC Service code 99 · EIN 23-2697799 | Other Fees | $44,686 |
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.)
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 | $36,093 | $59,623-39.5% | $95,585-62.2% | $85,563-57.8% |
| Participation rate | 61.4% | 57.2%+4.2pp | 72.1%-10.7pp | 66.0%-4.6pp |
| Annual return | 16.52% | 18.22%-1.7pp | 38.56%-22.0pp | 31.51%-15.0pp |
| Employer contribution / active EE | $1,706 | $1,669+2.2% | $2,527-32.5% | $2,654-35.7% |
| Participant deferral / active EE | $3,722 | $3,357+10.9% | $4,023-7.5% | $4,375-14.9% |
| Admin fee / account holder | $412 | $650-36.7% | $6,127-93.3% | $834-50.6% |