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 64 · EIN 71-0294708 | Recordkeeping Fees | $66,776 |
Filed as: GALLAGHER BENEFIT SERVICES INC Service code 99 · EIN 36-4291971 | Other Fees | $22,917 |
Filed as: VOYA RETIREMENT ADVISORS, LLC Service code 26 · EIN 02-0488491 | Advisory (Participants) | $9,913 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $29,502 | $88,890-66.8% | $102,423-71.2% | $77,643-62.0% |
| Participation rate | 96.9% | 80.9%+16.0pp | 76.5%+20.4pp | 70.6%+26.4pp |
| Annual return | 11.24% | 24.98%-13.7pp | 29.32%-18.1pp | 31.24%-20.0pp |
| Employer contribution / active EE | $973 | $2,698-63.9% | $3,023-67.8% | $2,726-64.3% |
| Participant deferral / active EE | $3,541 | $5,145-31.2% | $5,053-29.9% | $4,647-23.8% |
| Admin fee / account holder | $89 | $235-62.3% | $9,451-99.1% | $430-79.4% |