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 3-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 ANNUITY Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,586 |
Filed as: INTELLIGENCE DRIVE ADVISERS, LLC Service code 99 · EIN 83-2499358 | Other Fees | $15,336 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $13,637 | $82,917-83.6% | $103,333-86.8% | $77,643-82.4% |
| Participation rate | 54.7% | 71.6%-16.9pp | 74.5%-19.9pp | 70.6%-15.9pp |
| Annual return | 11.14% | 19.13%-8.0pp | 24.88%-13.7pp | 31.24%-20.1pp |
| Employer contribution / active EE | $0 | $3,552-100.0% | $3,868-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $3,022 | $4,108-26.4% | $5,057-40.3% | $4,647-35.0% |
| Admin fee / account holder | $132 | $638-79.4% | $8,355-98.4% | $430-69.4% |