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 |
|---|---|---|
M.R. MEYERS & ASSOCIATES PC3+ years Filed as: M.R. MEYERS & ASSOCIATES Service code 16 P.O. BOX 7497 · EDMOND, OK 73083 | Consulting | $20,000 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 26 · EIN 71-0294708 | Advisory (Participants) | $12,263 |
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 | $17,510 | $46,173-62.1% | $170,442-89.7% | $69,631-74.9% |
| Participation rate | 71.8% | 63.9%+7.9pp | 83.6%-11.8pp | 70.7%+1.2pp |
| Annual return | 15.86% | 21.62%-5.8pp | 205.93%-190.1pp | 27571.02%-27555.2pp |
| Employer contribution / active EE | $416 | $1,610-74.2% | $5,433-92.3% | $2,032-79.5% |
| Participant deferral / active EE | $3,116 | $2,080+49.8% | $4,939-36.9% | $3,224-3.4% |
| Admin fee / account holder | $14 | $116-87.8% | $13,880-99.9% | $110-87.2% |