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 |
|---|---|---|
THE BENEFIT PRACTICE2+ years Service code 37 · EIN 13-4144565 | Loan Processing | $1,125 |
Filed as: VOYA RETIREMENT & ANNUITY CO. Service code 15 · EIN 71-0294708 | Recordkeeping | $800 |
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 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 | $16,789 | $73,102-77.0% | $123,544-86.4% | $56,287-70.2% |
| Participation rate | 72.3% | 74.3%-2.0pp | 82.3%-10.0pp | 69.9%+2.5pp |
| Annual return | 40.33% | 3.01%+37.3pp | 119.20%-78.9pp | -9.96%+50.3pp |
| Employer contribution / active EE | $2,362 | $2,977-20.7% | $4,628-49.0% | $2,111+11.9% |
| Participant deferral / active EE | $6,888 | $5,423+27.0% | $6,426+7.2% | $3,350+105.6% |
| Admin fee / account holder | $14 | $554-97.5% | $9,284-99.9% | $521-97.4% |